Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,848
| Closed | -$218K | – | 94 |
|
|
2020
Q2 | $218K | Buy |
+2,848
| New | +$218K | 0.1% | 82 |
|
|
2020
Q1 | – | Sell |
-2,856
| Closed | -$228K | – | 99 |
|
|
2019
Q4 | $228K | Sell |
2,856
-2,018
| -41% | -$161K | 0.14% | 82 |
|
|
2019
Q3 | $360K | Sell |
4,874
-1,922
| -28% | -$142K | 0.26% | 64 |
|
|
2019
Q2 | $497K | Buy |
6,796
+72
| +1% | +$5.27K | 0.38% | 55 |
|
|
2019
Q1 | $475K | Sell |
6,724
-552
| -8% | -$39K | 0.41% | 55 |
|
|
2018
Q4 | $453K | Buy |
+7,276
| New | +$453K | 0.48% | 51 |
|