Destination Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-714
| Closed | -$56K | – | 322 |
|
|
2019
Q2 | $56K | Hold |
714
| – | – | ﹤0.01% | 260 |
|
|
2019
Q1 | $54K | Buy |
714
+18
| +3% | +$1.36K | ﹤0.01% | 251 |
|
|
2018
Q4 | $45K | Buy |
696
+76
| +12% | +$4.91K | ﹤0.01% | 266 |
|
|
2018
Q3 | $48K | Hold |
620
| – | – | ﹤0.01% | 290 |
|
|
2018
Q2 | $45K | Hold |
620
| – | – | ﹤0.01% | 265 |
|
|
2018
Q1 | $45K | Buy |
+620
| New | +$45K | ﹤0.01% | 265 |
|
|
2016
Q2 | – | Sell |
-36,548
| Closed | -$1.88M | – | 157 |
|
|
2016
Q1 | $1.88M | Hold |
36,548
| – | – | 0.18% | 61 |
|
|
2015
Q4 | $1.88M | Sell |
36,548
-5,738
| -14% | -$295K | 0.18% | 61 |
|
|
2015
Q3 | $2.04M | Sell |
42,286
-12,034
| -22% | -$580K | 0.23% | 59 |
|
|
2015
Q2 | $2.86M | Buy |
54,320
+11,740
| +28% | +$618K | 0.19% | 81 |
|
|
2015
Q1 | $2.3M | Sell |
42,580
-300
| -0.7% | -$16.2K | 0.25% | 48 |
|
|
2014
Q4 | $2.29M | Buy |
42,880
+808
| +2% | +$43.1K | 0.23% | 50 |
|
|
2014
Q3 | $2.12M | Sell |
42,072
-980
| -2% | -$49.5K | 0.22% | 51 |
|
|
2014
Q2 | $2.23M | Sell |
43,052
-340
| -0.8% | -$17.6K | 0.23% | 57 |
|
|
2014
Q1 | $2.18M | Sell |
43,392
-96
| -0.2% | -$4.83K | 0.23% | 56 |
|
|
2013
Q4 | $2.2M | Sell |
43,488
-870
| -2% | -$44.1K | 0.23% | 56 |
|
|
2013
Q3 | $2.01M | Sell |
44,358
-390
| -0.9% | -$17.6K | 0.23% | 55 |
|
|
2013
Q2 | $1.86M | Buy |
+44,748
| New | +$1.86M | 0.23% | 56 |
|