BWM
BigSur Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$259K | 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 | Buy |
6,840
+3,420
| +100% | +$333K | 0.38% | 64 |
|
|
2020
Q3 | $572K | Hold |
3,420
| – | – | 0.36% | 61 |
|
|
2020
Q2 | $516K | Hold |
3,420
| – | – | 0.37% | 57 |
|
|
2020
Q1 | $425K | Hold |
3,420
| – | – | 0.32% | 64 |
|
|
2019
Q4 | $573K | Hold |
3,420
| – | – | 0.32% | 62 |
|
|
2019
Q3 | $543K | Hold |
3,420
| – | – | 0.37% | 60 |
|
|
2019
Q2 | $544K | Hold |
3,420
| – | – | 0.38% | 56 |
|
|
2019
Q1 | $519K | Hold |
3,420
| – | – | 0.34% | 59 |
|
|
2018
Q4 | $440K | Hold |
3,420
| – | – | 0.31% | 62 |
|
|
2018
Q3 | $536K | Hold |
3,420
| – | – | 0.34% | 56 |
|
|
2018
Q2 | $493K | Hold |
3,420
| – | – | 0.36% | 54 |
|
|
2018
Q1 | $496K | Buy |
+3,420
| New | +$496K | 0.35% | 58 |
|