GWA
Guidant Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.08M | Sell |
20,880
-48
| -0.2% | -$7.08K | 1.14% | 28 |
|
|
2019
Q2 | $3.06M | Sell |
20,928
-1,363
| -6% | -$199K | 1.18% | 28 |
|
|
2019
Q1 | $3.15M | Sell |
22,291
-410
| -2% | -$57.9K | 1.23% | 28 |
|
|
2018
Q4 | $2.83M | Buy |
+22,701
| New | +$2.83M | 1.32% | 26 |
|
|
2017
Q3 | – | Sell |
-30,096
| Closed | -$3.66M | – | 214 |
|
|
2017
Q2 | $3.66M | Sell |
30,096
-288
| -0.9% | -$35K | 1.89% | 19 |
|
|
2017
Q1 | $3.57M | Sell |
30,384
-1,906
| -6% | -$224K | 1.88% | 19 |
|
|
2016
Q4 | $3.68M | Sell |
32,290
-8,099
| -20% | -$924K | 2.09% | 17 |
|
|
2016
Q3 | $4.34M | Buy |
+40,389
| New | +$4.34M | 2.67% | 13 |
|