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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.65M | Hold |
16,356
| – | – | 0.74% | 21 |
|
|
2023
Q2 | $1.76M | Sell |
16,356
-605
| -4% | -$65.3K | 0.75% | 22 |
|
|
2023
Q1 | $1.67M | Sell |
16,961
-2,385
| -12% | -$235K | 0.8% | 22 |
|
|
2022
Q4 | $1.87M | Sell |
19,346
-5,150
| -21% | -$497K | 0.99% | 20 |
|
|
2022
Q3 | $2.05M | Sell |
24,496
-75
| -0.3% | -$6.28K | 1.05% | 18 |
|
|
2022
Q2 | $2.17M | Sell |
24,571
-440
| -2% | -$38.8K | 1.05% | 19 |
|
|
2022
Q1 | $2.64M | Sell |
25,011
-365
| -1% | -$38.5K | 0.95% | 19 |
|
|
2021
Q4 | $2.86M | Buy |
25,376
+775
| +3% | +$87.4K | 0.99% | 20 |
|
|
2021
Q3 | $2.65M | Buy |
24,601
+2,880
| +13% | +$310K | 1.03% | 20 |
|
|
2021
Q2 | $2.45M | Buy |
21,721
+900
| +4% | +$101K | 0.89% | 20 |
|
|
2021
Q1 | $2.26M | Buy |
20,821
+6,056
| +41% | +$658K | 0.9% | 20 |
|
|
2020
Q4 | $1.43M | Buy |
14,765
+865
| +6% | +$84K | 0.63% | 23 |
|
|
2020
Q3 | $1.21M | Sell |
13,900
-1,000
| -7% | -$86.8K | 0.56% | 24 |
|
|
2020
Q2 | $1.14M | Sell |
14,900
-980
| -6% | -$75.1K | 0.61% | 23 |
|
|
2020
Q1 | $1.02M | Sell |
15,880
-13,918
| -47% | -$890K | 0.67% | 22 |
|
|
2019
Q4 | $2.58M | Buy |
+29,798
| New | +$2.58M | 1.47% | 14 |
|