Vontobel Swiss 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-41,724
| Closed | -$3.26M | – | 86 |
|
|
2018
Q3 | $3.26M | Sell |
41,724
-3,212
| -7% | -$251K | 1.91% | 20 |
|
|
2018
Q2 | $3.23M | Sell |
44,936
-15,792
| -26% | -$1.13M | 1.83% | 20 |
|
|
2018
Q1 | $4.4M | Sell |
60,728
-9,294
| -13% | -$674K | 2.32% | 15 |
|
|
2017
Q4 | $5.04M | Buy |
70,022
+94
| +0.1% | +$6.77K | 2.97% | 13 |
|
|
2017
Q3 | $4.74M | Buy |
69,928
+3,608
| +5% | +$245K | 2.89% | 13 |
|
|
2017
Q2 | $4.36M | Sell |
66,320
-23,126
| -26% | -$1.52M | 2.77% | 13 |
|
|
2017
Q1 | $5.63M | Sell |
89,446
-42,544
| -32% | -$2.68M | 3.05% | 12 |
|
|
2016
Q4 | $7.96M | Buy |
+131,990
| New | +$7.96M | 4.89% | 5 |
|