Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $455K | Buy |
4,690
+1,780
| +61% | +$173K | 0.26% | 69 |
|
|
2020
Q3 | $243K | Buy |
+2,910
| New | +$243K | 0.16% | 94 |
|
|
2020
Q1 | – | Sell |
-2,710
| Closed | -$231K | – | 118 |
|
|
2019
Q4 | $231K | Sell |
2,710
-430
| -14% | -$36.7K | 0.12% | 116 |
|
|
2019
Q3 | $249K | Sell |
3,140
-150
| -5% | -$11.9K | 0.13% | 124 |
|
|
2019
Q2 | $260K | Buy |
3,290
+200
| +6% | +$15.8K | 0.09% | 126 |
|
|
2019
Q1 | $235K | Buy |
+3,090
| New | +$235K | 0.09% | 124 |
|
|
2018
Q4 | – | Sell |
-3,090
| Closed | -$241K | – | 131 |
|
|
2018
Q3 | $241K | Buy |
3,090
+200
| +7% | +$15.6K | 0.09% | 124 |
|
|
2018
Q2 | $208K | Hold |
2,890
| – | – | 0.08% | 122 |
|
|
2018
Q1 | $210K | Hold |
2,890
| – | – | 0.08% | 123 |
|
|
2017
Q4 | $213K | Hold |
2,890
| – | – | 0.08% | 124 |
|
|
2017
Q3 | $200K | Buy |
+2,890
| New | +$200K | 0.08% | 124 |
|