Bank Julius Baer & Co’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
Q1 | – | Sell |
-2,546
| Closed | -$300K | – | 698 |
|
|
2021
Q4 | $300K | Sell |
2,546
-142
| -5% | -$16.7K | ﹤0.01% | 482 |
|
|
2021
Q3 | $290K | Sell |
2,688
-16
| -0.6% | -$1.73K | ﹤0.01% | 505 |
|
|
2021
Q2 | $292K | Sell |
2,704
-5
| -0.2% | -$540 | ﹤0.01% | 519 |
|
|
2021
Q1 | $271K | Buy |
2,709
+37
| +1% | +$3.7K | ﹤0.01% | 518 |
|
|
2020
Q4 | $252K | Buy |
+2,672
| New | +$252K | ﹤0.01% | 534 |
|