Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,934
| Closed | -$390K | – | 71 |
|
|
2017
Q2 | $390K | Sell |
5,934
-128
| -2% | -$8.41K | 0.13% | 74 |
|
|
2017
Q1 | $382K | Sell |
6,062
-116
| -2% | -$7.31K | 0.14% | 66 |
|
|
2016
Q4 | $372K | Sell |
6,178
-42
| -0.7% | -$2.53K | 0.14% | 69 |
|
|
2016
Q3 | $356K | Buy |
6,220
+18
| +0.3% | +$1.03K | 0.13% | 70 |
|
|
2016
Q2 | $341K | Buy |
6,202
+18
| +0.3% | +$990 | 0.12% | 75 |
|
|
2016
Q1 | $331K | Buy |
+6,184
| New | +$331K | 0.12% | 80 |
|