Fortitude Advisory Group’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
Q2 | – | Sell |
-4,454
| Closed | -$571K | – | 211 |
|
|
2024
Q1 | $571K | Hold |
4,454
| – | – | 0.32% | 67 |
|
|
2023
Q4 | $519K | Hold |
4,454
| – | – | 0.32% | 69 |
|
|
2023
Q3 | $465K | Hold |
4,454
| – | – | 0.31% | 69 |
|
|
2023
Q2 | $483K | Buy |
4,454
+2,252
| +102% | +$244K | 0.35% | 65 |
|
|
2023
Q1 | $220K | Hold |
2,202
| – | – | 0.17% | 170 |
|
|
2022
Q4 | $206K | Buy |
+2,202
| New | +$206K | 0.18% | 177 |
|
|
2022
Q3 | – | Sell |
-2,202
| Closed | -$203K | – | 206 |
|
|
2022
Q2 | $203K | Hold |
2,202
| – | – | 0.19% | 166 |
|
|
2022
Q1 | $245K | Hold |
2,202
| – | – | 0.13% | 160 |
|
|
2021
Q4 | $260K | Buy |
+2,202
| New | +$260K | 0.13% | 145 |
|