Partnervest Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $249K | Buy |
2,978
+264
| +10% | +$22.1K | 0.08% | 199 |
|
2020
Q2 | $205K | Buy |
+2,714
| New | +$205K | 0.08% | 201 |
|
2014
Q3 | – | Sell |
-400
| Closed | -$21K | – | 483 |
|
2014
Q2 | $21K | Hold |
400
| – | – | 0.01% | 520 |
|
2014
Q1 | $20K | Hold |
400
| – | – | 0.01% | 503 |
|
2013
Q4 | $20K | Hold |
400
| – | – | 0.01% | 474 |
|
2013
Q3 | $18K | Hold |
400
| – | – | 0.01% | 491 |
|
2013
Q2 | $17K | Buy |
+400
| New | +$17K | 0.01% | 460 |
|