Western Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,078
| Closed | -$278K | – | 702 |
|
|
2024
Q3 | $278K | Buy |
+2,078
| New | +$278K | 0.02% | 626 |
|
|
2023
Q4 | – | Sell |
-2,916
| Closed | -$294K | – | 704 |
|
|
2023
Q3 | $294K | Hold |
2,916
| – | – | 0.02% | 514 |
|
|
2023
Q2 | $309K | Sell |
2,916
-437
| -13% | -$46.3K | 0.03% | 500 |
|
|
2023
Q1 | $336K | Buy |
+3,353
| New | +$336K | 0.03% | 471 |
|
|
2022
Q4 | – | Sell |
-2,400
| Closed | -$202K | – | 704 |
|
|
2022
Q3 | $202K | Hold |
2,400
| – | – | 0.01% | 748 |
|
|
2022
Q2 | $212K | Sell |
2,400
-480
| -17% | -$42.4K | 0.01% | 722 |
|
|
2022
Q1 | $304K | Buy |
+2,880
| New | +$304K | 0.01% | 669 |
|
|
2021
Q2 | $233K | Buy |
+2,108
| New | +$233K | 0.02% | 559 |
|