Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $12K | Hold |
108
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q3 | $11K | Hold |
108
| – | – | ﹤0.01% | 1173 |
|
|
2021
Q2 | $11K | Hold |
108
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q1 | $10K | Hold |
108
| – | – | ﹤0.01% | 1208 |
|
|
2020
Q4 | $10K | Hold |
108
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 1066 |
|
|
2020
Q2 | $8K | Hold |
108
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 1072 |
|
|
2019
Q4 | $8K | Hold |
108
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q3 | $7K | Hold |
108
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q2 | $7K | Hold |
108
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q1 | $7K | Hold |
108
| – | – | ﹤0.01% | 1035 |
|
|
2018
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 987 |
|
|
2018
Q3 | $7K | Hold |
108
| – | – | ﹤0.01% | 995 |
|
|
2018
Q2 | $7K | Hold |
108
| – | – | ﹤0.01% | 947 |
|
|
2018
Q1 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 930 |
|
|
2013
Q3 | – | Sell |
-70
| Closed | – | – | 822 |
|
|
2013
Q2 | $0 | Buy |
+70
| New | – | ﹤0.01% | 654 |
|