TrueWealth LLC’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $60K | Hold |
800
| – | – | 0.03% | 254 |
|
2020
Q1 | $50K | Hold |
800
| – | – | 0.02% | 253 |
|
2019
Q4 | $67K | Hold |
800
| – | – | 0.03% | 240 |
|
2019
Q3 | $64K | Hold |
800
| – | – | 0.03% | 238 |
|
2019
Q2 | $63K | Hold |
800
| – | – | 0.03% | 244 |
|
2019
Q1 | $61K | Hold |
800
| – | – | 0.03% | 245 |
|
2018
Q4 | $51K | Hold |
800
| – | – | 0.03% | 249 |
|
2018
Q3 | $62K | Hold |
800
| – | – | 0.03% | 244 |
|
2018
Q2 | $57K | Hold |
800
| – | – | 0.03% | 251 |
|
2018
Q1 | $58K | Hold |
800
| – | – | 0.03% | 242 |
|
2017
Q4 | $59K | Buy |
+800
| New | +$59K | 0.03% | 265 |
|