LWM
LBA Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $259K | Buy |
2,055
+275
| +15% | +$34.7K | 0.14% | 92 |
|
|
2016
Q4 | $215K | Hold |
1,780
| – | – | 0.12% | 100 |
|
|
2016
Q3 | $204K | Buy |
1,780
+200
| +13% | +$22.9K | 0.12% | 109 |
|
|
2016
Q2 | $174K | Sell |
1,580
-150
| -9% | -$16.5K | 0.1% | 113 |
|
|
2016
Q1 | $185K | Sell |
1,730
-175
| -9% | -$18.7K | 0.11% | 111 |
|
|
2015
Q4 | $196K | Sell |
1,905
-175
| -8% | -$18K | 0.11% | 116 |
|
|
2015
Q3 | $201K | Sell |
2,080
-200
| -9% | -$19.3K | 0.13% | 106 |
|
|
2015
Q2 | $240K | Hold |
2,280
| – | – | 0.15% | 94 |
|
|
2015
Q1 | $246K | Sell |
2,280
-125
| -5% | -$13.5K | 0.16% | 93 |
|
|
2014
Q4 | $256K | Buy |
2,405
+50
| +2% | +$5.32K | 0.17% | 89 |
|
|
2014
Q3 | $238K | Sell |
2,355
-75
| -3% | -$7.58K | 0.17% | 71 |
|
|
2014
Q2 | $252K | Buy |
2,430
+150
| +7% | +$15.6K | 0.21% | 69 |
|
|
2014
Q1 | $229K | Hold |
2,280
| – | – | 0.19% | 73 |
|
|
2013
Q4 | $231K | Buy |
+2,280
| New | +$231K | 0.19% | 70 |
|