Private Advisory Group’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
2023
Q4
Sell
-3,933
Closed -$397K 213
2023
Q3
$397K Hold
3,933
0.08% 157
2023
Q2
$417K Sell
3,933
-1,069
-21% -$113K 0.08% 157
2023
Q1
$501K Sell
5,002
-479
-9% -$48K 0.11% 124
2022
Q4
$529K Buy
+5,481
New +$529K 0.12% 124