Gradient Investments’s iShares US Industrials ETF IYJ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
-$11 1437
2024
Q1
Hold
0
1203
2021
Q1
Sell
-320
Closed -$53K 1215
2020
Q4
$53K Sell
320
-320
-50% -$53K ﹤0.01% 397
2020
Q3
$53K Hold
640
﹤0.01% 400
2020
Q2
$48K Buy
640
+280
+78% +$21K ﹤0.01% 389
2020
Q1
$22K Buy
360
+254
+240% +$15.5K ﹤0.01% 495
2019
Q4
$9K Hold
106
﹤0.01% 725
2019
Q3
$8K Hold
106
﹤0.01% 709
2019
Q2
$8K Hold
106
﹤0.01% 705
2019
Q1
$8K Hold
106
﹤0.01% 591
2018
Q4
$7K Sell
106
-70
-40% -$4.62K ﹤0.01% 653
2018
Q3
$15K Sell
176
-50
-22% -$4.26K ﹤0.01% 555
2018
Q2
$16K Buy
226
+120
+113% +$8.5K ﹤0.01% 525
2018
Q1
$8K Hold
106
﹤0.01% 660
2017
Q4
$8K Buy
+106
New +$8K ﹤0.01% 627
2017
Q3
Sell
-106
Closed -$7K 482
2017
Q2
$7K Hold
106
﹤0.01% 535
2017
Q1
$7K Hold
106
﹤0.01% 563
2016
Q4
$6K Hold
106
﹤0.01% 526
2016
Q3
$6K Sell
106
-64
-38% -$3.62K ﹤0.01% 513
2016
Q2
$9K Buy
170
+64
+60% +$3.39K ﹤0.01% 443
2016
Q1
$6K Hold
106
﹤0.01% 499
2015
Q4
$5K Hold
106
﹤0.01% 487
2015
Q3
$5K Buy
+106
New +$5K ﹤0.01% 450