Avestar Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-228
| Closed | -$16K | – | 516 |
|
|
2019
Q2 | $16K | Hold |
228
| – | – | 0.01% | 428 |
|
|
2019
Q1 | $16K | Hold |
228
| – | – | 0.01% | 403 |
|
|
2018
Q4 | $14K | Hold |
228
| – | – | 0.01% | 388 |
|
|
2018
Q3 | $16K | Hold |
228
| – | – | 0.01% | 397 |
|
|
2018
Q2 | $15K | Hold |
228
| – | – | 0.01% | 397 |
|
|
2018
Q1 | $15K | Hold |
228
| – | – | 0.01% | 370 |
|
|
2017
Q4 | $15K | Buy |
+228
| New | +$15K | 0.01% | 384 |
|