Rockbridge Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-60
| Closed | -$5.29K | – | 357 |
|
2022
Q2 | $5.29K | Hold |
60
| – | – | ﹤0.01% | 446 |
|
2022
Q1 | $6.33K | Hold |
60
| – | – | ﹤0.01% | 585 |
|
2021
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 613 |
|
2021
Q3 | $6K | Sell |
60
-15
| -20% | -$1.5K | ﹤0.01% | 583 |
|
2021
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 559 |
|
2021
Q1 | $8K | Buy |
75
+11
| +17% | +$1.17K | ﹤0.01% | 534 |
|
2020
Q4 | $6K | Hold |
64
| – | – | ﹤0.01% | 549 |
|
2020
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 527 |
|
2020
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 493 |
|