Sage Mountain 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-682
| Closed | -$57K | – | 306 |
|
2022
Q3 | $57K | Hold |
682
| – | – | 0.02% | 286 |
|
2022
Q2 | $60K | Hold |
682
| – | – | 0.01% | 534 |
|
2022
Q1 | $72K | Hold |
682
| – | – | 0.01% | 545 |
|
2021
Q4 | $77K | Hold |
682
| – | – | 0.01% | 596 |
|
2021
Q3 | $73K | Buy |
+682
| New | +$73K | 0.01% | 504 |
|