Gradient Investments’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$23.3K | – | 1540 |
|
|
2023
Q4 | $23.3K | Buy |
+200
| New | +$23.3K | ﹤0.01% | 678 |
|
|
2022
Q4 | – | Sell |
-237
| Closed | -$21K | – | 1579 |
|
|
2022
Q3 | $21K | Buy |
+237
| New | +$21K | ﹤0.01% | 662 |
|
|
2018
Q4 | – | Sell |
-536
| Closed | -$39K | – | 1006 |
|
|
2018
Q3 | $39K | Hold |
536
| – | – | ﹤0.01% | 393 |
|
|
2018
Q2 | $37K | Hold |
536
| – | – | ﹤0.01% | 380 |
|
|
2018
Q1 | $35K | Buy |
+536
| New | +$35K | ﹤0.01% | 391 |
|