Cambridge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,520
| Closed | -$320K | – | 133 |
|
|
2015
Q4 | $320K | Hold |
8,520
| – | – | 0.18% | 105 |
|
|
2015
Q3 | $310K | Hold |
8,520
| – | – | 0.18% | 103 |
|
|
2015
Q2 | $320K | Buy |
8,520
+560
| +7% | +$21K | 0.18% | 101 |
|
|
2015
Q1 | $310K | Hold |
7,960
| – | – | 0.18% | 97 |
|
|
2014
Q4 | $316K | Buy |
+7,960
| New | +$316K | 0.19% | 99 |
|