Capital Asset Advisory 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
2020
Q1
Sell
-1,772
Closed -$147K 575
2019
Q4
$147K Buy
+1,772
New +$147K 0.03% 363
2017
Q2
Sell
-4,230
Closed -$250K 131
2017
Q1
$250K Buy
+4,230
New +$250K 0.18% 88