MYCIO Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-850
| Closed | -$71K | – | 222 |
|
2019
Q4 | $71K | Buy |
850
+6
| +0.7% | +$501 | ﹤0.01% | 378 |
|
2019
Q3 | $67K | Hold |
844
| – | – | 0.01% | 344 |
|
2019
Q2 | $67K | Buy |
+844
| New | +$67K | 0.01% | 329 |
|
2018
Q4 | – | Sell |
-4,730
| Closed | -$369K | – | 297 |
|
2018
Q3 | $369K | Buy |
4,730
+832
| +21% | +$64.9K | 0.04% | 186 |
|
2018
Q2 | $280K | Hold |
3,898
| – | – | 0.03% | 222 |
|
2018
Q1 | $283K | Buy |
3,898
+820
| +27% | +$59.5K | 0.03% | 190 |
|
2017
Q4 | $227K | Buy |
+3,078
| New | +$227K | 0.02% | 220 |
|