WOSD
WFA of San Diego’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30
| Closed | -$1.97K | – | 410 |
|
|
2024
Q2 | $1.97K | Buy |
+30
| New | +$1.97K | ﹤0.01% | 361 |
|
|
2023
Q3 | $1.87K | Hold |
10
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 342 |
|
|
2023
Q1 | – | Sell |
-110
| Closed | -$22.3K | – | 243 |
|
|
2022
Q4 | $22.3K | Buy |
+110
| New | +$22.3K | 0.02% | 279 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$2K | – | 239 |
|
|
2022
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 354 |
|