Avondale Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-893
| Closed | -$93.3K | – | 125 |
|
|
2023
Q3 | $93.3K | Hold |
893
| – | – | 0.08% | 61 |
|
|
2023
Q2 | $96.7K | Hold |
893
| – | – | 0.08% | 64 |
|
|
2023
Q1 | $89.4K | Hold |
893
| – | – | 0.08% | 67 |
|
|
2022
Q4 | $83.5K | Sell |
893
-340
| -28% | -$31.8K | 0.07% | 56 |
|
|
2022
Q3 | $108K | Sell |
1,233
-64
| -5% | -$5.61K | 0.12% | 49 |
|
|
2022
Q2 | $120K | Sell |
1,297
-7,377
| -85% | -$683K | 0.14% | 43 |
|
|
2022
Q1 | $966K | Sell |
8,674
-1,750
| -17% | -$195K | 1.13% | 15 |
|
|
2021
Q4 | $1.23M | Sell |
10,424
-4,701
| -31% | -$554K | 1.24% | 14 |
|
|
2021
Q3 | $1.63M | Buy |
15,125
+2,328
| +18% | +$251K | 1.59% | 13 |
|
|
2021
Q2 | $1.38M | Buy |
+12,797
| New | +$1.38M | 1.29% | 15 |
|