Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$6.84K | – | 376 |
|
|
2024
Q3 | $6.84K | Sell |
50
-450
| -90% | -$61.6K | ﹤0.01% | 310 |
|
|
2024
Q2 | $59.7K | Hold |
500
| – | – | 0.01% | 518 |
|
|
2024
Q1 | $62.9K | Buy |
+500
| New | +$62.9K | 0.01% | 533 |
|
|
2023
Q3 | – | Sell |
-870
| Closed | -$92.3K | – | 798 |
|
|
2023
Q2 | $92.3K | Buy |
+870
| New | +$92.3K | 0.02% | 490 |
|
|
2023
Q1 | – | Sell |
-1,178
| Closed | -$114K | – | 633 |
|
|
2022
Q4 | $114K | Buy |
1,178
+15
| +1% | +$1.45K | 0.03% | 465 |
|
|
2022
Q3 | $97K | Buy |
+1,163
| New | +$97K | 0.03% | 455 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$17K | – | 868 |
|
|
2019
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 978 |
|
|
2019
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 985 |
|
|
2019
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q1 | $15K | Buy |
+200
| New | +$15K | 0.01% | 827 |
|