OAM
Occidental Asset Management’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,820
| Closed | -$403K | – | 188 |
|
|
2022
Q1 | $403K | Sell |
3,820
-272
| -7% | -$28.7K | 0.1% | 141 |
|
|
2021
Q4 | $461K | Buy |
4,092
+377
| +10% | +$42.5K | 0.11% | 146 |
|
|
2021
Q3 | $398K | Buy |
3,715
+313
| +9% | +$33.5K | 0.1% | 156 |
|
|
2021
Q2 | $378K | Buy |
3,402
+1,367
| +67% | +$152K | 0.1% | 158 |
|
|
2021
Q1 | $215K | Buy |
+2,035
| New | +$215K | 0.06% | 175 |
|