Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $98K | Buy |
+1,392
| New | +$98K | 0.02% | 439 |
|
|
2019
Q4 | – | Sell |
-1,736
| Closed | -$96K | – | 1150 |
|
|
2019
Q3 | $96K | Hold |
1,736
| – | – | 0.03% | 404 |
|
|
2019
Q2 | $96K | Hold |
1,736
| – | – | 0.03% | 405 |
|
|
2019
Q1 | $90K | Hold |
1,736
| – | – | 0.03% | 399 |
|
|
2018
Q4 | $80K | Hold |
1,736
| – | – | 0.03% | 394 |
|
|
2018
Q3 | $92K | Hold |
1,736
| – | – | 0.03% | 384 |
|
|
2018
Q2 | $84K | Hold |
1,736
| – | – | 0.03% | 399 |
|
|
2018
Q1 | $78.9K | Hold |
1,736
| – | – | 0.03% | 397 |
|
|
2017
Q4 | $77.6K | Hold |
1,736
| – | – | 0.02% | 406 |
|
|
2017
Q3 | $71K | Buy |
1,736
+4
| +0.2% | +$164 | 0.02% | 410 |
|
|
2017
Q2 | $71.1K | Sell |
1,732
-4
| -0.2% | -$164 | 0.02% | 484 |
|
|
2017
Q1 | $69.7K | Hold |
1,736
| – | – | 0.02% | 481 |
|
|
2016
Q4 | $65.4K | Hold |
1,736
| – | – | 0.02% | 474 |
|
|
2016
Q3 | $63.7K | Hold |
1,736
| – | – | 0.02% | 492 |
|
|
2016
Q2 | $62.1K | Buy |
1,736
+4
| +0.2% | +$143 | 0.02% | 468 |
|
|
2016
Q1 | $63.1K | Sell |
1,732
-4
| -0.2% | -$146 | 0.02% | 453 |
|
|
2015
Q4 | $62.6K | Hold |
1,736
| – | – | 0.02% | 489 |
|
|
2015
Q3 | $59.6K | Hold |
1,736
| – | – | 0.02% | 483 |
|
|
2015
Q2 | $62K | Hold |
1,736
| – | – | 0.02% | 507 |
|
|
2015
Q1 | $62.4K | Buy |
+1,736
| New | +$62.4K | 0.02% | 507 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1365 |
|
|
2014
Q2 | – | Sell |
-2,720
| Closed | -$81.8K | – | 1317 |
|
|
2014
Q1 | $81.8K | Buy |
2,720
+1,720
| +172% | +$51.7K | 0.03% | 401 |
|
|
2013
Q4 | $30K | Buy |
+1,000
| New | +$30K | 0.01% | 606 |
|