BWCS
Beirne Wealth Consulting Services’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,564
| Closed | -$269K | – | 101 |
|
|
2022
Q1 | $269K | Hold |
2,564
| – | – | 0.15% | 76 |
|
|
2021
Q4 | $289K | Sell |
2,564
-600
| -19% | -$67.6K | 0.16% | 77 |
|
|
2021
Q3 | $340K | Hold |
3,164
| – | – | 0.19% | 70 |
|
|
2021
Q2 | $351K | Hold |
3,164
| – | – | 0.19% | 70 |
|
|
2021
Q1 | $334K | Hold |
3,164
| – | – | 0.2% | 64 |
|
|
2020
Q4 | $307K | Buy |
3,164
+1,582
| +100% | +$154K | 0.15% | 104 |
|
|
2020
Q3 | $264K | Hold |
1,582
| – | – | 0.15% | 106 |
|
|
2020
Q2 | $239K | Sell |
1,582
-181
| -10% | -$27.3K | 0.19% | 63 |
|
|
2020
Q1 | $219K | Buy |
1,763
+181
| +11% | +$22.5K | 0.24% | 60 |
|
|
2019
Q4 | $265K | Sell |
1,582
-181
| -10% | -$30.3K | 0.23% | 69 |
|
|
2019
Q3 | $280K | Buy |
+1,763
| New | +$280K | 0.23% | 103 |
|