WESPAC Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,500
| Closed | -$265K | – | 127 |
|
|
2021
Q1 | $265K | Buy |
+4,500
| New | +$265K | 0.2% | 131 |
|
|
2014
Q1 | – | Sell |
-23,685
| Closed | -$756K | – | 150 |
|
|
2013
Q4 | $756K | Buy |
23,685
+885
| +4% | +$28.2K | 0.63% | 73 |
|
|
2013
Q3 | $679K | Buy |
22,800
+8,100
| +55% | +$241K | 0.79% | 50 |
|
|
2013
Q2 | $425K | Buy |
+14,700
| New | +$425K | 0.65% | 62 |
|