Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $169K | Hold |
1,345
| – | – | 0.24% | 83 |
|
|
2023
Q4 | $154K | Sell |
1,345
-150
| -10% | -$17.2K | 0.23% | 80 |
|
|
2023
Q3 | $151K | Hold |
1,495
| – | – | 0.24% | 80 |
|
|
2023
Q2 | $159K | Hold |
1,495
| – | – | 0.24% | 78 |
|
|
2023
Q1 | $150K | Hold |
1,495
| – | – | 0.24% | 80 |
|
|
2022
Q4 | $144K | Sell |
1,495
-25
| -2% | -$2.41K | 0.23% | 80 |
|
|
2022
Q3 | $127K | Hold |
1,520
| – | – | 0.22% | 81 |
|
|
2022
Q2 | $134K | Sell |
1,520
-260
| -15% | -$22.9K | 0.23% | 83 |
|
|
2022
Q1 | $188K | Hold |
1,780
| – | – | 0.27% | 73 |
|
|
2021
Q4 | $201K | Buy |
+1,780
| New | +$201K | 0.28% | 71 |
|