JIC
Joel Isaacson & Co’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,000
| Closed | -$937K | – | 238 |
|
|
2018
Q3 | $937K | Buy |
6,000
+2,000
| +50% | +$312K | 0.15% | 73 |
|
|
2018
Q2 | $575K | Hold |
4,000
| – | – | 0.1% | 106 |
|
|
2018
Q1 | $580K | Hold |
4,000
| – | – | 0.1% | 102 |
|
|
2017
Q4 | $590K | Buy |
4,000
+1,000
| +33% | +$148K | 0.1% | 99 |
|
|
2017
Q3 | $416K | Hold |
3,000
| – | – | 0.08% | 123 |
|
|
2017
Q2 | $395K | Buy |
3,000
+1,200
| +67% | +$158K | 0.07% | 117 |
|
|
2017
Q1 | $227K | Buy |
1,800
+600
| +50% | +$75.7K | 0.04% | 158 |
|
|
2016
Q4 | $145K | Buy |
+1,200
| New | +$145K | 0.03% | 180 |
|