SOA Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-91
| Closed | -$7K | – | 998 |
|
|
2022
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 558 |
|
|
2022
Q2 | $8K | Buy |
91
+1
| +1% | +$88 | ﹤0.01% | 525 |
|
|
2022
Q1 | $9K | Hold |
90
| – | – | ﹤0.01% | 607 |
|
|
2021
Q4 | $10K | Hold |
90
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $9K | Hold |
90
| – | – | ﹤0.01% | 611 |
|
|
2021
Q2 | $10K | Buy |
+90
| New | +$10K | ﹤0.01% | 576 |
|