CAN
Claraphi Advisory Network’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $772K | Buy |
8,260
+4,130
| +100% | +$386K | 0.31% | 91 |
|
|
2022
Q3 | $362K | Sell |
4,130
-1,126
| -21% | -$98.7K | 0.2% | 129 |
|
|
2022
Q2 | $485K | Hold |
5,256
| – | – | 0.17% | 142 |
|
|
2022
Q1 | $585K | Sell |
5,256
-242
| -4% | -$26.9K | 0.17% | 128 |
|
|
2021
Q4 | $648K | Sell |
5,498
-400
| -7% | -$47.1K | 0.23% | 107 |
|
|
2021
Q3 | $636K | Hold |
5,898
| – | – | 0.22% | 110 |
|
|
2021
Q2 | $637K | Sell |
5,898
-146
| -2% | -$15.8K | 0.19% | 121 |
|
|
2021
Q1 | $604K | Buy |
6,044
+348
| +6% | +$34.8K | 0.17% | 133 |
|
|
2020
Q4 | $537K | Buy |
5,696
+3,261
| +134% | +$307K | 0.15% | 135 |
|
|
2020
Q3 | $406K | Sell |
2,435
-121
| -5% | -$20.2K | 0.15% | 137 |
|
|
2020
Q2 | $391K | Sell |
2,556
-1,094
| -30% | -$167K | 0.17% | 130 |
|
|
2020
Q1 | $460K | Sell |
3,650
-594
| -14% | -$74.9K | 0.22% | 88 |
|
|
2019
Q4 | $678K | Sell |
4,244
-29
| -0.7% | -$4.63K | 0.41% | 55 |
|
|
2019
Q3 | $630K | Buy |
4,273
+779
| +22% | +$115K | 0.38% | 57 |
|
|
2019
Q2 | $511K | Buy |
+3,494
| New | +$511K | 0.3% | 81 |
|