Bard Financial Services’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
Q3 | – | Sell |
-22,500
| Closed | -$2.44M | – | 272 |
|
|
2023
Q2 | $2.44M | Hold |
22,500
| – | – | 0.18% | 108 |
|
|
2023
Q1 | $2.25M | Hold |
22,500
| – | – | 0.18% | 110 |
|
|
2022
Q4 | $2.1M | Hold |
22,500
| – | – | 0.18% | 111 |
|
|
2022
Q3 | $1.97M | Hold |
22,500
| – | – | 0.18% | 112 |
|
|
2022
Q2 | $2.08M | Hold |
22,500
| – | – | 0.19% | 107 |
|
|
2022
Q1 | $2.51M | Hold |
22,500
| – | – | 0.2% | 102 |
|
|
2021
Q4 | $2.65M | Hold |
22,500
| – | – | 0.21% | 98 |
|
|
2021
Q3 | $2.43M | Hold |
22,500
| – | – | 0.21% | 102 |
|
|
2021
Q2 | $2.43M | Hold |
22,500
| – | – | 0.22% | 101 |
|
|
2021
Q1 | $2.25M | Hold |
22,500
| – | – | 0.22% | 100 |
|
|
2020
Q4 | $2.12M | Buy |
+22,500
| New | +$2.12M | 0.21% | 100 |
|