UFA
US Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $2.45M | Hold |
22,843
| – | – | 4.91% | 5 |
|
|
2016
Q1 | $2.45M | Buy |
22,843
+21,646
| +1,808% | +$2.32M | 4.25% | 5 |
|
|
2015
Q4 | $123K | Buy |
1,197
+969
| +425% | +$99.6K | 0.12% | 83 |
|
|
2015
Q3 | $22K | Hold |
228
| – | – | 0.04% | 193 |
|
|
2015
Q2 | $24K | Hold |
228
| – | – | 0.02% | 163 |
|
|
2015
Q1 | $25K | Sell |
228
-14
| -6% | -$1.54K | 0.02% | 170 |
|
|
2014
Q4 | $26K | Buy |
+242
| New | +$26K | 0.02% | 165 |
|