BigSur Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-9,140	Closed	-$1.03M	–	142
2021 Q4	$1.03M	Buy	9,140 +2,300	+34%	+$255K	0.4%	62
2021 Q3	$733K	Hold	6,840	–	–	0.33%	70
2021 Q2	$760K	Hold	6,840	–	–	0.34%	70
2021 Q1	$723K	Hold	6,840	–	–	0.37%	63
2020 Q4	$665K	Hold	6,840	–	–	0.38%	64
2020 Q3	$572K	Hold	6,840	–	–	0.36%	61
2020 Q2	$516K	Hold	6,840	–	–	0.37%	57
2020 Q1	$425K	Hold	6,840	–	–	0.32%	64
2019 Q4	$573K	Hold	6,840	–	–	0.32%	62
2019 Q3	$543K	Hold	6,840	–	–	0.37%	60
2019 Q2	$544K	Hold	6,840	–	–	0.38%	56
2019 Q1	$519K	Hold	6,840	–	–	0.34%	59
2018 Q4	$440K	Hold	6,840	–	–	0.31%	62
2018 Q3	$536K	Hold	6,840	–	–	0.34%	56
2018 Q2	$493K	Hold	6,840	–	–	0.36%	54
2018 Q1	$496K	Buy	+6,840	New	+$514K	0.35%	58