YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-900
| Closed | -$36K | – | 420 |
|
|
2019
Q2 | $36K | Hold |
900
| – | – | 0.02% | 403 |
|
|
2019
Q1 | $36K | Hold |
900
| – | – | 0.02% | 392 |
|
|
2018
Q4 | $32K | Hold |
900
| – | – | 0.02% | 374 |
|
|
2018
Q3 | $36K | Hold |
900
| – | – | 0.02% | 392 |
|
|
2018
Q2 | $35K | Hold |
900
| – | – | 0.02% | 404 |
|
|
2018
Q1 | $36K | Hold |
900
| – | – | 0.02% | 406 |
|
|
2017
Q4 | $36K | Hold |
900
| – | – | 0.02% | 407 |
|
|
2017
Q3 | $36K | Hold |
900
| – | – | 0.02% | 418 |
|
|
2017
Q2 | $37K | Hold |
900
| – | – | 0.02% | 408 |
|
|
2017
Q1 | $35K | Hold |
900
| – | – | 0.02% | 415 |
|
|
2016
Q4 | $33K | Buy |
+900
| New | +$33K | 0.02% | 410 |
|