Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $48K | Sell |
427
-12,151
| -97% | -$1.37M | ﹤0.01% | 737 |
|
|
2021
Q3 | $1.35M | Buy |
12,578
+5,706
| +83% | +$611K | 0.08% | 158 |
|
|
2021
Q2 | $763K | Sell |
6,872
-1,083
| -14% | -$120K | 0.04% | 204 |
|
|
2021
Q1 | $840K | Buy |
7,955
+1,268
| +19% | +$134K | 0.05% | 188 |
|
|
2020
Q4 | $649K | Buy |
6,687
+6,597
| +7,330% | +$640K | 0.04% | 208 |
|
|
2020
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q1 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 1132 |
|
|
2018
Q4 | – | Sell |
-222
| Closed | -$17K | – | 1334 |
|
|
2018
Q3 | $17K | Buy |
+222
| New | +$17K | ﹤0.01% | 747 |
|