Jess S. Morgan & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.37M | Buy |
40,264
+112
| +0.3% | +$9.38K | 2.93% | 17 |
|
|
2022
Q2 | $3.54M | Sell |
40,152
-872
| -2% | -$76.9K | 3.67% | 11 |
|
|
2022
Q1 | $4.33M | Sell |
41,024
-2,967
| -7% | -$313K | 3.15% | 11 |
|
|
2021
Q4 | $4.96M | Buy |
43,991
+121
| +0.3% | +$13.6K | 3.05% | 11 |
|
|
2021
Q3 | $4.7M | Buy |
43,870
+1,270
| +3% | +$136K | 3.1% | 7 |
|
|
2021
Q2 | $4.73M | Buy |
42,600
+158
| +0.4% | +$17.6K | 3.11% | 7 |
|
|
2021
Q1 | $4.49M | Buy |
42,442
+1,642
| +4% | +$174K | 3.14% | 6 |
|
|
2020
Q4 | $3.96M | Buy |
40,800
+2,934
| +8% | +$285K | 3.16% | 9 |
|
|
2020
Q3 | $3.17M | Sell |
37,866
-1,744
| -4% | -$146K | 3.16% | 9 |
|
|
2020
Q2 | $2.99M | Sell |
39,610
-2,832
| -7% | -$214K | 3.24% | 8 |
|
|
2020
Q1 | $2.64M | Buy |
42,442
+6,968
| +20% | +$433K | 3.43% | 10 |
|
|
2019
Q4 | $2.97M | Buy |
+35,474
| New | +$2.97M | 2.92% | 14 |
|