BWA
BDO Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $214K | Hold |
2,021
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $202K | Sell |
2,021
-83
| -4% | -$8.31K | 0.02% | 251 |
|
|
2022
Q4 | $203K | Hold |
2,104
| – | – | 0.03% | 254 |
|
|
2022
Q3 | $176K | Hold |
2,104
| – | – | 0.02% | 263 |
|
|
2022
Q2 | $185K | Hold |
2,104
| – | – | 0.02% | 257 |
|
|
2022
Q1 | $222K | Hold |
2,104
| – | – | 0.02% | 255 |
|
|
2021
Q4 | $237K | Sell |
2,104
-3
| -0.1% | -$338 | 0.03% | 261 |
|
|
2021
Q3 | $226K | Sell |
2,107
-585
| -22% | -$62.7K | 0.02% | 266 |
|
|
2021
Q2 | $299K | Sell |
2,692
-190
| -7% | -$21.1K | 0.03% | 239 |
|
|
2021
Q1 | $305K | Sell |
2,882
-200
| -6% | -$21.2K | 0.04% | 230 |
|
|
2020
Q4 | $299K | Buy |
3,082
+1,756
| +132% | +$170K | 0.04% | 198 |
|
|
2020
Q3 | $222K | Buy |
1,326
+15
| +1% | +$2.51K | 0.04% | 210 |
|
|
2020
Q2 | $198K | Sell |
1,311
-19
| -1% | -$2.87K | 0.03% | 219 |
|
|
2020
Q1 | $165K | Sell |
1,330
-140
| -10% | -$17.4K | 0.03% | 221 |
|
|
2019
Q4 | $246K | Buy |
1,470
+20
| +1% | +$3.35K | 0.06% | 172 |
|
|
2019
Q3 | $230K | Buy |
1,450
+310
| +27% | +$49.2K | 0.06% | 178 |
|
|
2019
Q2 | $180K | Sell |
1,140
-60
| -5% | -$9.47K | 0.05% | 200 |
|
|
2019
Q1 | $182K | Sell |
1,200
-275
| -19% | -$41.7K | 0.05% | 177 |
|
|
2018
Q4 | $190K | Sell |
1,475
-100
| -6% | -$12.9K | 0.07% | 153 |
|
|
2018
Q3 | $246K | Sell |
1,575
-120
| -7% | -$18.7K | 0.08% | 137 |
|
|
2018
Q2 | $244K | Hold |
1,695
| – | – | 0.08% | 139 |
|
|
2018
Q1 | $246K | Buy |
1,695
+45
| +3% | +$6.53K | 0.09% | 115 |
|
|
2017
Q4 | $243K | Buy |
1,650
+25
| +2% | +$3.68K | 0.11% | 101 |
|
|
2017
Q3 | $225K | Sell |
1,625
-325
| -17% | -$45K | 0.11% | 99 |
|
|
2017
Q2 | $256K | Buy |
+1,950
| New | +$256K | 0.11% | 114 |
|