First Personal Financial Services’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
Q1 | – | Sell |
-1,180
| Closed | -$138K | – | 391 |
|
|
2023
Q4 | $138K | Hold |
1,180
| – | – | 0.03% | 135 |
|
|
2023
Q3 | $123K | Hold |
1,180
| – | – | 0.03% | 136 |
|
|
2023
Q2 | $128K | Hold |
1,180
| – | – | 0.03% | 134 |
|
|
2023
Q1 | $118K | Hold |
1,180
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $110K | Buy |
+1,180
| New | +$110K | 0.03% | 150 |
|