Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,868
| Closed | -$414K | – | 555 |
|
|
2015
Q2 | $414K | Sell |
7,868
-2,000
| -20% | -$105K | 0.15% | 120 |
|
|
2015
Q1 | $532K | Hold |
9,868
| – | – | 0.21% | 91 |
|
|
2014
Q4 | $526K | Sell |
9,868
-10
| -0.1% | -$533 | 0.23% | 92 |
|
|
2014
Q3 | $499K | Buy |
9,878
+854
| +9% | +$43.1K | 0.24% | 91 |
|
|
2014
Q2 | $467K | Buy |
9,024
+856
| +10% | +$44.3K | 0.23% | 93 |
|
|
2014
Q1 | $411K | Buy |
+8,168
| New | +$411K | 0.25% | 94 |
|
|
2013
Q4 | – | Sell |
-2,970
| Closed | -$135K | – | 359 |
|
|
2013
Q3 | $135K | Hold |
2,970
| – | – | 0.09% | 155 |
|
|
2013
Q2 | $123K | Buy |
+2,970
| New | +$123K | 0.09% | 149 |
|