Belpointe Asset 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
Q2 | – | Sell |
-3,506
| Closed | -$351K | – | 1985 |
|
|
2023
Q1 | $351K | Buy |
3,506
+7
| +0.2% | +$701 | 0.02% | 686 |
|
|
2022
Q4 | $337K | Sell |
3,499
-25
| -0.7% | -$2.41K | 0.02% | 682 |
|
|
2022
Q3 | $295K | Buy |
3,524
+676
| +24% | +$56.6K | 0.02% | 694 |
|
|
2022
Q2 | $251K | Buy |
2,848
+5
| +0.2% | +$441 | 0.02% | 740 |
|
|
2022
Q1 | $299K | Sell |
2,843
-496
| -15% | -$52.2K | 0.02% | 724 |
|
|
2021
Q4 | $376K | Sell |
3,339
-107
| -3% | -$12K | 0.02% | 622 |
|
|
2021
Q3 | $369K | Buy |
3,446
+25
| +0.7% | +$2.68K | 0.03% | 613 |
|
|
2021
Q2 | $380K | Sell |
3,421
-24
| -0.7% | -$2.67K | 0.03% | 584 |
|
|
2021
Q1 | $364K | Buy |
3,445
+423
| +14% | +$44.7K | 0.03% | 527 |
|
|
2020
Q4 | $293K | Buy |
3,022
+438
| +17% | +$42.5K | 0.03% | 564 |
|
|
2020
Q3 | $216K | Sell |
2,584
-202
| -7% | -$16.9K | 0.02% | 525 |
|
|
2020
Q2 | $210K | Sell |
2,786
-440
| -14% | -$33.2K | 0.03% | 515 |
|
|
2020
Q1 | $200K | Sell |
3,226
-1,094
| -25% | -$67.8K | 0.04% | 432 |
|
|
2019
Q4 | $362K | Sell |
4,320
-52
| -1% | -$4.36K | 0.05% | 398 |
|
|
2019
Q3 | $347K | Buy |
4,372
+8
| +0.2% | +$635 | 0.06% | 364 |
|
|
2019
Q2 | $345K | Buy |
+4,364
| New | +$345K | 0.07% | 306 |
|
|
2019
Q1 | – | Sell |
-3,592
| Closed | -$231K | – | 508 |
|
|
2018
Q4 | $231K | Buy |
3,592
+610
| +20% | +$39.2K | 0.06% | 317 |
|
|
2018
Q3 | $233K | Buy |
+2,982
| New | +$233K | 0.04% | 416 |
|
|
2017
Q4 | – | Sell |
-5,412
| Closed | -$375K | – | 479 |
|
|
2017
Q3 | $375K | Buy |
+5,412
| New | +$375K | 0.09% | 270 |
|