Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $40K | Buy |
355
+70
| +25% | +$7.89K | ﹤0.01% | 1571 |
|
|
2021
Q3 | $31K | Buy |
285
+89
| +45% | +$9.68K | ﹤0.01% | 1626 |
|
|
2021
Q2 | $22K | Hold |
196
| – | – | ﹤0.01% | 1707 |
|
|
2021
Q1 | $21K | Hold |
196
| – | – | ﹤0.01% | 1622 |
|
|
2020
Q4 | $19K | Sell |
196
-6
| -3% | -$582 | ﹤0.01% | 1555 |
|
|
2020
Q3 | $17K | Buy |
+202
| New | +$17K | ﹤0.01% | 1468 |
|
|
2020
Q2 | – | Sell |
-202
| Closed | -$13K | – | 1261 |
|
|
2020
Q1 | $13K | Sell |
202
-1,176
| -85% | -$75.7K | ﹤0.01% | 1436 |
|
|
2019
Q4 | $116K | Hold |
1,378
| – | – | 0.01% | 888 |
|
|
2019
Q3 | $109K | Sell |
1,378
-400
| -22% | -$31.6K | 0.01% | 876 |
|
|
2019
Q2 | $141K | Buy |
1,778
+178
| +11% | +$14.1K | 0.02% | 780 |
|
|
2019
Q1 | $121K | Sell |
1,600
-468
| -23% | -$35.4K | 0.03% | 485 |
|
|
2018
Q4 | $133K | Sell |
2,068
-536
| -21% | -$34.5K | 0.03% | 502 |
|
|
2018
Q3 | $203K | Buy |
+2,604
| New | +$203K | 0.09% | 202 |
|
|
2018
Q2 | – | Sell |
-6,152
| Closed | -$446K | – | 342 |
|
|
2018
Q1 | $446K | Buy |
6,152
+3,148
| +105% | +$228K | 0.09% | 232 |
|
|
2017
Q4 | $221K | Sell |
3,004
-1,000
| -25% | -$73.6K | 0.09% | 237 |
|
|
2017
Q3 | $282K | Sell |
4,004
-334
| -8% | -$23.5K | 0.08% | 249 |
|
|
2017
Q2 | $285K | Sell |
4,338
-226
| -5% | -$14.8K | 0.07% | 274 |
|
|
2017
Q1 | $293K | Sell |
4,564
-5,300
| -54% | -$340K | 0.08% | 240 |
|
|
2016
Q4 | $595K | Buy |
9,864
+8,734
| +773% | +$527K | 0.1% | 221 |
|
|
2016
Q3 | $65K | Buy |
1,130
+130
| +13% | +$7.48K | 0.01% | 831 |
|
|
2016
Q2 | $54K | Hold |
1,000
| – | – | 0.02% | 635 |
|
|
2016
Q1 | $53K | Hold |
1,000
| – | – | 0.02% | 606 |
|
|
2015
Q4 | $51K | Hold |
1,000
| – | – | 0.02% | 614 |
|
|
2015
Q3 | $48K | Hold |
1,000
| – | – | 0.02% | 644 |
|
|
2015
Q2 | $52K | Hold |
1,000
| – | – | 0.02% | 652 |
|
|
2015
Q1 | $53K | Hold |
1,000
| – | – | 0.02% | 644 |
|
|
2014
Q4 | $53K | Sell |
1,000
-130
| -12% | -$6.89K | 0.02% | 629 |
|
|
2014
Q3 | $57K | Buy |
+1,130
| New | +$57K | 0.01% | 879 |
|