Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-820
| Closed | -$62K | – | 1250 |
|
|
2019
Q1 | $62K | Hold |
820
| – | – | ﹤0.01% | 819 |
|
|
2018
Q4 | $53K | Hold |
820
| – | – | ﹤0.01% | 835 |
|
|
2018
Q3 | $64K | Hold |
820
| – | – | 0.01% | 878 |
|
|
2018
Q2 | $59K | Hold |
820
| – | – | 0.01% | 908 |
|
|
2018
Q1 | $59K | Hold |
820
| – | – | 0.01% | 917 |
|
|
2017
Q4 | $60K | Hold |
820
| – | – | 0.01% | 927 |
|
|
2017
Q3 | $57K | Hold |
820
| – | – | 0.01% | 922 |
|
|
2017
Q2 | $54K | Hold |
820
| – | – | 0.01% | 924 |
|
|
2017
Q1 | $52K | Hold |
820
| – | – | 0.01% | 789 |
|
|
2016
Q4 | $49K | Sell |
820
-162
| -16% | -$9.68K | 0.01% | 773 |
|
|
2016
Q3 | $56K | Buy |
+982
| New | +$56K | 0.01% | 741 |
|