Balboa Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,081
| Closed | -$2.76M | – | 357 |
|
|
2024
Q2 | $2.76M | Buy |
23,081
+2,387
| +12% | +$285K | 0.73% | 22 |
|
|
2024
Q1 | $2.6M | Buy |
20,694
+8,725
| +73% | +$1.1M | 0.77% | 21 |
|
|
2023
Q4 | $1.37M | Buy |
+11,969
| New | +$1.37M | 0.45% | 34 |
|
|
2023
Q3 | – | Sell |
-5,770
| Closed | -$612K | – | 301 |
|
|
2023
Q2 | $612K | Buy |
+5,770
| New | +$612K | 0.21% | 87 |
|