Watermark Asset Management’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 | $29K | Hold |
444
| – | – | 0.01% | 118 |
|
|
2018
Q3 | $35K | Hold |
444
| – | – | 0.01% | 110 |
|
|
2018
Q2 | $32K | Hold |
444
| – | – | 0.01% | 115 |
|
|
2018
Q1 | $32K | Sell |
444
-130
| -23% | -$9.37K | 0.01% | 119 |
|
|
2017
Q4 | $42K | Sell |
574
-80
| -12% | -$5.85K | 0.02% | 104 |
|
|
2017
Q3 | $45K | Hold |
654
| – | – | 0.02% | 98 |
|
|
2017
Q2 | $43K | Hold |
654
| – | – | 0.02% | 99 |
|
|
2017
Q1 | $41K | Buy |
+654
| New | +$41K | 0.02% | 98 |
|