Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $481K | Sell |
7,480
-330
| -4% | -$21.2K | 0.37% | 45 |
|
|
2018
Q3 | $610K | Sell |
7,810
-42
| -0.5% | -$3.28K | 0.42% | 44 |
|
|
2018
Q2 | $564K | Sell |
7,852
-120
| -2% | -$8.62K | 0.41% | 46 |
|
|
2018
Q1 | $578K | Sell |
7,972
-2,250
| -22% | -$163K | 0.43% | 46 |
|
|
2017
Q4 | $753K | Sell |
10,222
-260
| -2% | -$19.2K | 0.58% | 37 |
|
|
2017
Q3 | $726K | Sell |
10,482
-190
| -2% | -$13.2K | 0.62% | 41 |
|
|
2017
Q2 | $702K | Sell |
10,672
-240
| -2% | -$15.8K | 0.6% | 44 |
|
|
2017
Q1 | $687K | Buy |
10,912
+804
| +8% | +$50.6K | 0.63% | 45 |
|
|
2016
Q4 | $609K | Sell |
10,108
-170
| -2% | -$10.2K | 0.6% | 48 |
|
|
2016
Q3 | $588K | Buy |
10,278
+150
| +1% | +$8.58K | 0.58% | 49 |
|
|
2016
Q2 | $557K | Buy |
10,128
+520
| +5% | +$28.6K | 0.57% | 52 |
|
|
2016
Q1 | $514K | Buy |
9,608
+460
| +5% | +$24.6K | 0.52% | 54 |
|
|
2015
Q4 | $471K | Buy |
9,148
+370
| +4% | +$19.1K | 0.49% | 56 |
|
|
2015
Q3 | $423K | Buy |
8,778
+498
| +6% | +$24K | 0.44% | 61 |
|
|
2015
Q2 | $436K | Buy |
8,280
+3,020
| +57% | +$159K | 0.33% | 80 |
|
|
2015
Q1 | $284K | Buy |
5,260
+4,530
| +621% | +$245K | 0.2% | 108 |
|
|
2014
Q4 | $39K | Hold |
730
| – | – | 0.03% | 218 |
|
|
2014
Q3 | $37K | Buy |
+730
| New | +$37K | 0.02% | 221 |
|