Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-230
| Closed | -$12K | – | 1393 |
|
|
2015
Q1 | $12K | Sell |
230
-120
| -34% | -$6.26K | ﹤0.01% | 803 |
|
|
2014
Q4 | $19K | Hold |
350
| – | – | ﹤0.01% | 407 |
|
|
2014
Q3 | $18K | Sell |
350
-140
| -29% | -$7.2K | ﹤0.01% | 418 |
|
|
2014
Q2 | $26K | Hold |
490
| – | – | 0.01% | 361 |
|
|
2014
Q1 | $25K | Sell |
490
-324
| -40% | -$16.5K | 0.01% | 385 |
|
|
2013
Q4 | $41K | Buy |
814
+376
| +86% | +$18.9K | 0.01% | 276 |
|
|
2013
Q3 | $20K | Hold |
438
| – | – | 0.01% | 345 |
|
|
2013
Q2 | $18K | Buy |
+438
| New | +$18K | 0.01% | 358 |
|