B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-130
| Closed | -$6K | – | 475 |
|
|
2015
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 831 |
|
|
2015
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 830 |
|
|
2014
Q4 | $6K | Sell |
130
-210
| -62% | -$9.69K | ﹤0.01% | 822 |
|
|
2014
Q3 | $16K | Hold |
340
| – | – | 0.01% | 667 |
|
|
2014
Q2 | $16K | Hold |
340
| – | – | 0.01% | 715 |
|
|
2014
Q1 | $16K | Buy |
+340
| New | +$16K | 0.01% | 670 |
|