Bar Harbor 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
2020
Q1
Sell
-2,696
Closed -$215K 258
2019
Q4
$215K Buy
+2,696
New +$215K 0.02% 277
2018
Q3
Sell
-5,450
Closed -$372K 315
2018
Q2
$372K Buy
+5,450
New +$372K 0.04% 225