Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,830
| Closed | -$1.02M | – | 94 |
|
|
2017
Q4 | $1.02M | Hold |
13,830
| – | – | 0.19% | 84 |
|
|
2017
Q3 | $958K | Buy |
13,830
+4,070
| +42% | +$282K | 0.18% | 84 |
|
|
2017
Q2 | $642K | Sell |
9,760
-4,070
| -29% | -$268K | 0.13% | 91 |
|
|
2017
Q1 | $871K | Hold |
13,830
| – | – | 0.19% | 79 |
|
|
2016
Q4 | $834K | Buy |
+13,830
| New | +$834K | 0.2% | 78 |
|