TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,575
| Closed | -$211K | – | 232 |
|
|
2024
Q3 | $211K | Buy |
+1,575
| New | +$211K | 0.03% | 203 |
|
|
2021
Q1 | – | Sell |
-1,264
| Closed | -$122K | – | 470 |
|
|
2020
Q4 | $122K | Hold |
1,264
| – | – | 0.02% | 250 |
|
|
2020
Q3 | $105K | Hold |
1,264
| – | – | 0.02% | 242 |
|
|
2020
Q2 | $95K | Hold |
1,264
| – | – | 0.02% | 242 |
|
|
2020
Q1 | $78K | Buy |
1,264
+2
| +0.2% | +$123 | 0.02% | 238 |
|
|
2019
Q4 | $105K | Buy |
+1,262
| New | +$105K | 0.02% | 282 |
|
|
2019
Q3 | – | Sell |
-1,262
| Closed | -$99K | – | 484 |
|
|
2019
Q2 | $99K | Buy |
+1,262
| New | +$99K | 0.02% | 262 |
|
|
2018
Q4 | – | Sell |
-1,408
| Closed | -$110K | – | 593 |
|
|
2018
Q3 | $110K | Buy |
+1,408
| New | +$110K | 0.02% | 343 |
|