Bard Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $2.44M | Hold |
|
|||||
|
2023
Q1 | $2.25M | Hold |
|
|||||
|
2022
Q4 | $2.1M | Hold |
|
|||||
|
2022
Q3 | $1.97M | Hold |
|
|||||
|
2022
Q2 | $2.08M | Hold |
|
|||||
|
2022
Q1 | $2.51M | Hold |
|
|||||
|
2021
Q4 | $2.65M | Hold |
|
|||||
|
2021
Q3 | $2.43M | Hold |
|
|||||
|
2021
Q2 | $2.43M | Hold |
|
|||||
|
2021
Q1 | $2.25M | Hold |
|
|||||
|
2020
Q4 | $2.12M | Buy |
|