Almanack Investment Partners’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,684
| Closed | -$411K | – | 691 |
|
|
2022
Q3 | $411K | Buy |
4,684
+2,342
| +100% | +$206K | 0.08% | 91 |
|
|
2022
Q2 | $216K | Hold |
2,342
| – | – | 0.02% | 391 |
|
|
2022
Q1 | $261K | Hold |
2,342
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $276K | Hold |
2,342
| – | – | 0.02% | 395 |
|
|
2021
Q3 | $253K | Hold |
2,342
| – | – | 0.02% | 412 |
|
|
2021
Q2 | $253K | Hold |
2,342
| – | – | 0.02% | 355 |
|
|
2021
Q1 | $234K | Hold |
2,342
| – | – | 0.02% | 368 |
|
|
2020
Q4 | $221K | Hold |
2,342
| – | – | 0.03% | 337 |
|
|
2020
Q3 | $207K | Buy |
+2,342
| New | +$207K | 0.03% | 364 |
|