DJYG
David J. Yvars Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,382
| Closed | -$218K | – | 83 |
|
|
2023
Q1 | $218K | Sell |
2,382
-470
| -16% | -$43.1K | 0.2% | 65 |
|
|
2022
Q4 | $274K | Hold |
2,852
| – | – | 0.34% | 45 |
|
|
2022
Q3 | $244K | Sell |
2,852
-1,805
| -39% | -$154K | 0.27% | 51 |
|
|
2022
Q2 | $393K | Sell |
4,657
-240
| -5% | -$20.3K | 0.53% | 36 |
|
|
2022
Q1 | $489K | Buy |
+4,897
| New | +$489K | 0.34% | 43 |
|