Bedel Financial Consulting’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
Q2 | – | Sell |
-82
| Closed | -$9K | – | 537 |
|
|
2022
Q1 | $9K | Hold |
82
| – | – | ﹤0.01% | 691 |
|
|
2021
Q4 | $10K | Buy |
82
+1
| +1% | +$122 | ﹤0.01% | 687 |
|
|
2021
Q3 | $9K | Hold |
81
| – | – | ﹤0.01% | 690 |
|
|
2021
Q2 | $9K | Hold |
81
| – | – | ﹤0.01% | 692 |
|
|
2021
Q1 | $8K | Hold |
81
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $8K | Buy |
81
+1
| +1% | +$99 | ﹤0.01% | 588 |
|
|
2020
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 563 |
|
|
2020
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 558 |
|
|
2020
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 571 |
|
|
2019
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 562 |
|
|
2019
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 546 |
|
|
2019
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 544 |
|
|
2019
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 547 |
|
|
2018
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 534 |
|
|
2018
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 549 |
|
|
2018
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 548 |
|
|
2018
Q1 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 539 |
|