WESPAC Advisors SoCal’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 |
-200
| Closed | -$15K | – | 193 |
|
2019
Q1 | $15K | Buy |
+200
| New | +$15K | 0.01% | 199 |
|
2018
Q4 | – | Hold |
0
| – | -$15K | – | 225 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 212 |
|
2018
Q2 | – | Sell |
-200
| Closed | -$14K | – | 174 |
|
2018
Q1 | $14K | Hold |
200
| – | – | 0.01% | 181 |
|
2017
Q4 | $14K | Hold |
200
| – | – | 0.01% | 174 |
|
2017
Q3 | $13K | Hold |
200
| – | – | 0.01% | 189 |
|
2017
Q2 | $13K | Hold |
200
| – | – | 0.01% | 175 |
|
2017
Q1 | $12.6K | Hold |
200
| – | – | 0.01% | 174 |
|
2016
Q4 | $12.1K | Hold |
200
| – | – | 0.01% | 175 |
|
2016
Q3 | $11.4K | Hold |
200
| – | – | 0.01% | 189 |
|
2016
Q2 | $11K | Hold |
200
| – | – | 0.01% | 200 |
|
2016
Q1 | $10.7K | Hold |
200
| – | – | 0.01% | 201 |
|
2015
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 191 |
|