FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,550
| Closed | -$143K | – | 689 |
|
|
2016
Q4 | $143K | Hold |
2,550
| – | – | 0.01% | 395 |
|
|
2016
Q3 | $138K | Hold |
2,550
| – | – | 0.01% | 384 |
|
|
2016
Q2 | $133K | Hold |
2,550
| – | – | 0.01% | 370 |
|
|
2016
Q1 | $131K | Hold |
2,550
| – | – | 0.02% | 366 |
|
|
2015
Q4 | $130K | Hold |
2,550
| – | – | 0.02% | 395 |
|
|
2015
Q3 | $123K | Buy |
+2,550
| New | +$123K | 0.02% | 404 |
|