CIA
Choate Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,448
| Closed | -$289K | – | 336 |
|
|
2022
Q3 | $289K | Hold |
3,448
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $304K | Hold |
3,448
| – | – | 0.02% | 212 |
|
|
2022
Q1 | $364K | Hold |
3,448
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $389K | Hold |
3,448
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $369K | Hold |
3,448
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $383K | Hold |
3,448
| – | – | 0.02% | 197 |
|
|
2021
Q1 | $364K | Hold |
3,448
| – | – | 0.02% | 201 |
|
|
2020
Q4 | $335K | Buy |
3,448
+1,724
| +100% | +$168K | 0.02% | 193 |
|
|
2020
Q3 | $288K | Hold |
1,724
| – | – | 0.02% | 210 |
|
|
2020
Q2 | $260K | Sell |
1,724
-770
| -31% | -$116K | 0.02% | 215 |
|
|
2020
Q1 | $310K | Hold |
2,494
| – | – | 0.02% | 193 |
|
|
2019
Q4 | $418K | Hold |
2,494
| – | – | 0.03% | 171 |
|
|
2019
Q3 | $396K | Hold |
2,494
| – | – | 0.02% | 172 |
|
|
2019
Q2 | $395K | Hold |
2,494
| – | – | 0.02% | 174 |
|
|
2019
Q1 | $379K | Hold |
2,494
| – | – | 0.02% | 180 |
|
|
2018
Q4 | $321K | Buy |
+2,494
| New | +$321K | 0.02% | 175 |
|