Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $32.3K | Buy |
282
+166
| +143% | +$19K | ﹤0.01% | 465 |
|
|
2023
Q3 | $11.8K | Hold |
116
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $12.4K | Hold |
116
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $11.7K | Hold |
116
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $11K | Buy |
116
+1
| +0.9% | +$95 | ﹤0.01% | 557 |
|
|
2022
Q3 | $10K | Hold |
115
| – | – | ﹤0.01% | 541 |
|
|
2022
Q2 | $10K | Hold |
115
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $12K | Buy |
115
+1
| +0.9% | +$104 | ﹤0.01% | 546 |
|
|
2021
Q4 | $13K | Hold |
114
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $12K | Hold |
114
| – | – | ﹤0.01% | 508 |
|
|
2021
Q2 | $13K | Hold |
114
| – | – | ﹤0.01% | 480 |
|
|
2021
Q1 | $12K | Hold |
114
| – | – | ﹤0.01% | 445 |
|
|
2020
Q4 | $11K | Hold |
114
| – | – | ﹤0.01% | 420 |
|
|
2020
Q3 | $10K | Buy |
114
+2
| +2% | +$175 | ﹤0.01% | 395 |
|
|
2020
Q2 | $9K | Sell |
112
-2
| -2% | -$161 | ﹤0.01% | 403 |
|
|
2020
Q1 | $7K | Buy |
114
+2
| +2% | +$123 | ﹤0.01% | 404 |
|
|
2019
Q4 | $9K | Hold |
112
| – | – | ﹤0.01% | 410 |
|
|
2019
Q3 | $9K | Buy |
112
+2
| +2% | +$161 | ﹤0.01% | 369 |
|
|
2019
Q2 | $9K | Hold |
110
| – | – | ﹤0.01% | 381 |
|
|
2019
Q1 | $9K | Hold |
110
| – | – | ﹤0.01% | 394 |
|
|
2018
Q4 | $8K | Hold |
110
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 395 |
|
|
2018
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 397 |
|
|
2018
Q1 | $8K | Buy |
+110
| New | +$8K | ﹤0.01% | 377 |
|