Golden State 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
Q2
Sell
-72
Closed -$5K 557
2020
Q1
$5K Buy
+72
New +$5K ﹤0.01% 740
2019
Q3
Sell
-240
Closed -$17K 1085
2019
Q2
$17K Hold
240
0.01% 645
2019
Q1
$17K Buy
+240
New +$17K 0.01% 662