San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-780
| Closed | -$57K | – | 812 |
|
|
2018
Q1 | $57K | Hold |
780
| – | – | 0.02% | 439 |
|
|
2017
Q4 | $57K | Sell |
780
-400
| -34% | -$29.2K | 0.02% | 428 |
|
|
2017
Q3 | $82K | Hold |
1,180
| – | – | 0.03% | 366 |
|
|
2017
Q2 | $78K | Buy |
+1,180
| New | +$78K | 0.03% | 319 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$51K | – | 298 |
|
|
2014
Q3 | $51K | Hold |
1,000
| – | – | 0.03% | 296 |
|
|
2014
Q2 | $52K | Hold |
1,000
| – | – | 0.02% | 314 |
|
|
2014
Q1 | $50K | Hold |
1,000
| – | – | 0.02% | 362 |
|
|
2013
Q4 | $51K | Buy |
+1,000
| New | +$51K | 0.02% | 325 |
|