EverSource Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-150
| Closed | -$15.1K | – | 2696 |
|
|
2023
Q3 | $15.1K | Hold |
150
| – | – | ﹤0.01% | 1236 |
|
|
2023
Q2 | $15.9K | Hold |
150
| – | – | ﹤0.01% | 1236 |
|
|
2023
Q1 | $15K | Hold |
150
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q4 | $14.5K | Buy |
+150
| New | +$14.5K | ﹤0.01% | 1188 |
|