Pacific 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-2,768
| Closed | -$143K | – | 43 |
|
2014
Q2 | $143K | Hold |
2,768
| – | – | 0.23% | 37 |
|
2014
Q1 | $139K | Hold |
2,768
| – | – | 0.06% | 38 |
|
2013
Q4 | $140K | Buy |
2,768
+750
| +37% | +$37.9K | 0.27% | 39 |
|
2013
Q3 | $91K | Hold |
2,018
| – | – | 0.06% | 39 |
|
2013
Q2 | $83K | Buy |
+2,018
| New | +$83K | 0.18% | 33 |
|