55I LLC’s iShares US Industrials ETF IYJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-9,346
Closed -$824K 588
2022
Q2
$824K Buy
9,346
+325
+4% +$28.7K 0.02% 286
2022
Q1
$951K Buy
9,021
+6,941
+334% +$732K 0.02% 270
2021
Q4
$234K Buy
+2,080
New +$234K 0.01% 460