EPG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$6.98K | – | 432 |
|
|
2024
Q3 | $6.98K | Buy |
+50
| New | +$6.98K | ﹤0.01% | 383 |
|
|
2024
Q2 | – | Sell |
-154
| Closed | -$19.8K | – | 365 |
|
|
2024
Q1 | $19.8K | Sell |
154
-100
| -39% | -$12.8K | ﹤0.01% | 361 |
|
|
2023
Q4 | $30.7K | Buy |
254
+1
| +0.4% | +$121 | 0.01% | 328 |
|
|
2023
Q3 | $26.5K | Sell |
253
-80
| -24% | -$8.37K | 0.01% | 327 |
|
|
2023
Q2 | $36.1K | Hold |
333
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $33.3K | Hold |
333
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $31.1K | Buy |
333
+1
| +0.3% | +$93 | 0.01% | 286 |
|
|
2022
Q3 | $29K | Buy |
+332
| New | +$29K | 0.01% | 292 |
|
|
2022
Q1 | – | Sell |
-331
| Closed | -$39K | – | 421 |
|
|
2021
Q4 | $39K | Hold |
331
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $36K | Buy |
+331
| New | +$36K | 0.01% | 288 |
|
|
2020
Q2 | – | Sell |
-204
| Closed | -$13K | – | 475 |
|
|
2020
Q1 | $13K | Buy |
+204
| New | +$13K | 0.01% | 457 |
|