Pinkerton Retirement Specialists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-72,404
| Closed | -$8.65M | – | 147 |
|
|
2024
Q2 | $8.65M | Buy |
72,404
+17,886
| +33% | +$2.14M | 1.33% | 15 |
|
|
2024
Q1 | $6.85M | Buy |
54,518
+12,039
| +28% | +$1.51M | 1.1% | 17 |
|
|
2023
Q4 | $4.86M | Buy |
+42,479
| New | +$4.86M | 0.94% | 18 |
|
|
2023
Q3 | – | Sell |
-13,011
| Closed | -$1.38M | – | 152 |
|
|
2023
Q2 | $1.38M | Buy |
+13,011
| New | +$1.38M | 0.27% | 80 |
|