CWA
Constellation Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,367
| Closed | -$239K | – | 185 |
|
|
2014
Q3 | $239K | Sell |
2,367
-5,795
| -71% | -$585K | 0.02% | 184 |
|
|
2014
Q2 | $846K | Buy |
+8,162
| New | +$846K | 0.09% | 111 |
|
|
2014
Q1 | – | Sell |
-36,037
| Closed | -$3.65M | – | 194 |
|
|
2013
Q4 | $3.65M | Buy |
36,037
+5,468
| +18% | +$554K | 0.35% | 68 |
|
|
2013
Q3 | $2.77M | Buy |
30,569
+7,022
| +30% | +$636K | 0.31% | 78 |
|
|
2013
Q2 | $1.95M | Buy |
+23,547
| New | +$1.95M | 0.23% | 94 |
|