Demars Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,532
| Closed | -$962K | – | 95 |
|
|
2021
Q4 | $962K | Buy |
8,532
+190
| +2% | +$21.4K | 0.51% | 44 |
|
|
2021
Q3 | $894K | Buy |
8,342
+64
| +0.8% | +$6.86K | 0.53% | 44 |
|
|
2021
Q2 | $920K | Buy |
8,278
+314
| +4% | +$34.9K | 0.55% | 37 |
|
|
2021
Q1 | $842K | Sell |
7,964
-104
| -1% | -$11K | 0.57% | 38 |
|
|
2020
Q4 | $783K | Sell |
8,068
-9,806
| -55% | -$952K | 0.55% | 43 |
|
|
2020
Q3 | $1.49M | Buy |
17,874
+230
| +1% | +$19.2K | 1.14% | 27 |
|
|
2020
Q2 | $1.33M | Buy |
+17,644
| New | +$1.33M | 1.1% | 29 |
|