Plante Moran Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-87
| Closed | -$10K | – | 974 |
|
2021
Q2 | $10K | Buy |
+87
| New | +$10K | ﹤0.01% | 677 |
|
2017
Q4 | – | Sell |
-300
| Closed | -$21K | – | 904 |
|
2017
Q3 | $21K | Buy |
+300
| New | +$21K | 0.01% | 455 |
|
2017
Q2 | – | Sell |
-418
| Closed | -$26K | – | 868 |
|
2017
Q1 | $26K | Buy |
+418
| New | +$26K | 0.02% | 432 |
|