Teamwork 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,814
| Closed | -$512K | – | 217 |
|
2022
Q2 | $512K | Buy |
5,814
+1,109
| +24% | +$97.7K | 0.11% | 130 |
|
2022
Q1 | $496K | Sell |
4,705
-8,211
| -64% | -$866K | 0.09% | 173 |
|
2021
Q4 | $1.46M | Buy |
12,916
+296
| +2% | +$33.4K | 0.27% | 78 |
|
2021
Q3 | $1.35M | Buy |
12,620
+785
| +7% | +$84.1K | 0.27% | 76 |
|
2021
Q2 | $1.32M | Buy |
11,835
+2,324
| +24% | +$258K | 0.27% | 72 |
|
2021
Q1 | $1.01M | Sell |
9,511
-3,061
| -24% | -$323K | 0.24% | 88 |
|
2020
Q4 | $1.22M | Buy |
12,572
+1,220
| +11% | +$118K | 0.29% | 72 |
|
2020
Q3 | $949K | Buy |
+11,352
| New | +$949K | 0.29% | 74 |
|