WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-404
| Closed | -$22K | – | 1724 |
|
|
2015
Q1 | $22K | Sell |
404
-4,858
| -92% | -$265K | 0.01% | 950 |
|
|
2014
Q4 | $280K | Buy |
5,262
+4,698
| +833% | +$250K | 0.06% | 347 |
|
|
2014
Q3 | $29K | Sell |
564
-448
| -44% | -$23K | 0.01% | 1130 |
|
|
2014
Q2 | $52K | Sell |
1,012
-446
| -31% | -$22.9K | 0.01% | 896 |
|
|
2014
Q1 | $73K | Sell |
1,458
-110,842
| -99% | -$5.55M | 0.01% | 757 |
|
|
2013
Q4 | $5.69M | Buy |
112,300
+6,330
| +6% | +$321K | 0.81% | 17 |
|
|
2013
Q3 | $4.8M | Buy |
105,970
+17,242
| +19% | +$780K | 0.74% | 21 |
|
|
2013
Q2 | $3.68M | Buy |
+88,728
| New | +$3.68M | 0.61% | 23 |
|