OWD
Osborn Williams & Donohoe’s iShares US Industrials ETF IYJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-19,615
| Closed | -$3.29M | – | 286 |
|
2019
Q4 | $3.29M | Sell |
19,615
-8,952
| -31% | -$1.5M | 0.33% | 85 |
|
2019
Q3 | $4.54M | Sell |
28,567
-150
| -0.5% | -$23.8K | 0.46% | 61 |
|
2019
Q2 | $4.55M | Buy |
28,717
+2,550
| +10% | +$404K | 0.47% | 61 |
|
2019
Q1 | $4.05M | Buy |
+26,167
| New | +$4.05M | 0.42% | 67 |
|