WFG Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $36K | Hold |
868
| – | – | 0.01% | 783 |
|
|
2017
Q1 | $35K | Hold |
868
| – | – | 0.01% | 756 |
|
|
2016
Q4 | $33K | Buy |
868
+4
| +0.5% | +$152 | 0.01% | 815 |
|
|
2016
Q3 | $32K | Sell |
864
-1,012
| -54% | -$37.5K | 0.01% | 820 |
|
|
2016
Q2 | $67K | Buy |
1,876
+64
| +4% | +$2.29K | 0.02% | 614 |
|
|
2016
Q1 | $66K | Buy |
+1,812
| New | +$66K | 0.02% | 588 |
|
|
2014
Q2 | – | Sell |
-11,288
| Closed | -$339K | – | 2003 |
|
|
2014
Q1 | $339K | Sell |
11,288
-28,988
| -72% | -$871K | 0.07% | 326 |
|
|
2013
Q4 | $1.22M | Buy |
40,276
+416
| +1% | +$12.6K | 0.17% | 137 |
|
|
2013
Q3 | $1.1M | Buy |
39,860
+9,764
| +32% | +$268K | 0.17% | 152 |
|
|
2013
Q2 | $772K | Buy |
+30,096
| New | +$772K | 0.13% | 191 |
|