Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,552
| Closed | -$93.4K | – | 1264 |
|
|
2016
Q4 | $93.4K | Hold |
1,552
| – | – | 0.03% | 417 |
|
|
2016
Q3 | $88.6K | Hold |
1,552
| – | – | 0.03% | 429 |
|
|
2016
Q2 | $85.2K | Sell |
1,552
-10
| -0.6% | -$549 | 0.03% | 415 |
|
|
2016
Q1 | $83.6K | Sell |
1,562
-2
| -0.1% | -$107 | 0.03% | 406 |
|
|
2015
Q4 | $80.4K | Hold |
1,564
| – | – | 0.02% | 441 |
|
|
2015
Q3 | $75.3K | Hold |
1,564
| – | – | 0.02% | 444 |
|
|
2015
Q2 | $82.3K | Buy |
1,564
+12
| +0.8% | +$631 | 0.02% | 459 |
|
|
2015
Q1 | $83.6K | Hold |
1,552
| – | – | 0.02% | 453 |
|
|
2014
Q4 | $82.6K | Sell |
1,552
-18,948
| -92% | -$1.01M | 0.02% | 448 |
|
|
2014
Q3 | $1.04M | Buy |
20,500
+768
| +4% | +$38.8K | 0.3% | 80 |
|
|
2014
Q2 | $1.02M | Buy |
19,732
+18,090
| +1,102% | +$937K | 0.34% | 79 |
|
|
2014
Q1 | $82.6K | Sell |
1,642
-19,658
| -92% | -$989K | 0.03% | 396 |
|
|
2013
Q4 | $1.08M | Buy |
+21,300
| New | +$1.08M | 0.37% | 59 |
|