TrinityPoint Wealth’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
Q2 | – | Sell |
-12,714
| Closed | -$1.34M | – | 297 |
|
|
2022
Q1 | $1.34M | Sell |
12,714
-1,729
| -12% | -$182K | 0.24% | 88 |
|
|
2021
Q4 | $1.63M | Sell |
14,443
-333
| -2% | -$37.5K | 0.29% | 79 |
|
|
2021
Q3 | $1.58M | Buy |
14,776
+365
| +3% | +$39.1K | 0.3% | 77 |
|
|
2021
Q2 | $1.6M | Buy |
14,411
+3,484
| +32% | +$387K | 0.33% | 76 |
|
|
2021
Q1 | $1.16M | Buy |
+10,927
| New | +$1.16M | 0.27% | 89 |
|