MAP
Milestone Advisory Partners’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 |
-13,612
| Closed | -$2.13M | – | 47 |
|
2018
Q3 | $2.13M | Sell |
13,612
-380
| -3% | -$59.3K | 1.51% | 18 |
|
2018
Q2 | $2.01M | Sell |
13,992
-1,122
| -7% | -$161K | 1.5% | 19 |
|
2018
Q1 | $2.19M | Buy |
15,114
+1,030
| +7% | +$149K | 1.64% | 19 |
|
2017
Q4 | $2.08M | Buy |
+14,084
| New | +$2.08M | 1.56% | 21 |
|