Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,664
| Closed | -$1.19M | – | 208 |
|
|
2021
Q2 | $1.19M | Buy |
10,664
+7,301
| +217% | +$811K | 0.44% | 66 |
|
|
2021
Q1 | $355K | Sell |
3,363
-12,881
| -79% | -$1.36M | 0.14% | 127 |
|
|
2020
Q4 | $1.58M | Sell |
16,244
-2,254
| -12% | -$219K | 0.63% | 52 |
|
|
2020
Q3 | $1.55M | Sell |
18,498
-4,888
| -21% | -$409K | 0.72% | 43 |
|
|
2020
Q2 | $1.76M | Buy |
+23,386
| New | +$1.76M | 0.83% | 18 |
|
|
2020
Q1 | – | Sell |
-54,022
| Closed | -$4.53M | – | 72 |
|
|
2019
Q4 | $4.53M | Sell |
54,022
-1,926
| -3% | -$161K | 2.37% | 9 |
|
|
2019
Q3 | $4.44M | Sell |
55,948
-7,192
| -11% | -$571K | 2.25% | 5 |
|
|
2019
Q2 | $4.9M | Sell |
63,140
-141,296
| -69% | -$11M | 2.33% | 9 |
|
|
2019
Q1 | $15.5M | Buy |
+204,436
| New | +$15.5M | 5.33% | 6 |
|