Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-160
| Closed | -$18K | – | 2146 |
|
|
2021
Q4 | $18K | Sell |
160
-650
| -80% | -$73.1K | ﹤0.01% | 1260 |
|
|
2021
Q3 | $87K | Hold |
810
| – | – | 0.02% | 696 |
|
|
2021
Q2 | $90K | Sell |
810
-400
| -33% | -$44.4K | 0.02% | 664 |
|
|
2021
Q1 | $124K | Hold |
1,210
| – | – | 0.03% | 493 |
|
|
2020
Q4 | $117K | Buy |
+1,210
| New | +$117K | 0.03% | 457 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$6K | – | 1322 |
|
|
2018
Q4 | $6K | Sell |
100
-88
| -47% | -$5.28K | ﹤0.01% | 701 |
|
|
2018
Q3 | $15K | Buy |
+188
| New | +$15K | 0.01% | 544 |
|