FourThought Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $100K | Hold |
1,138
| – | – | 0.01% | 437 |
|
|
2022
Q2 | $105K | Sell |
1,138
-217
| -16% | -$20K | 0.02% | 422 |
|
|
2022
Q1 | $151K | Sell |
1,355
-48
| -3% | -$5.35K | 0.02% | 376 |
|
|
2021
Q4 | $165K | Sell |
1,403
-111
| -7% | -$13.1K | 0.02% | 373 |
|
|
2021
Q3 | $163K | Sell |
1,514
-238
| -14% | -$25.6K | 0.02% | 374 |
|
|
2021
Q2 | $189K | Hold |
1,752
| – | – | 0.03% | 361 |
|
|
2021
Q1 | $174K | Hold |
1,752
| – | – | 0.03% | 371 |
|
|
2020
Q4 | $165K | Buy |
+1,752
| New | +$165K | 0.03% | 373 |
|