OWA
Outlook Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,406
| Closed | -$1.56M | – | 270 |
|
|
2024
Q1 | $1.56M | Buy |
+12,406
| New | +$1.56M | 0.48% | 42 |
|
|
2023
Q4 | – | Sell |
-4,851
| Closed | -$489K | – | 260 |
|
|
2023
Q3 | $489K | Sell |
4,851
-65
| -1% | -$6.56K | 0.19% | 125 |
|
|
2023
Q2 | $521K | Buy |
+4,916
| New | +$521K | 0.2% | 124 |
|