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