Householder Group Estate & Retirement Specialist’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
Q3 | – | Sell |
-33
| Closed | -$4K | – | 1246 |
|
|
2024
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 966 |
|
|
2024
Q1 | $4.23K | Hold |
33
| – | – | ﹤0.01% | 955 |
|
|
2023
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 953 |
|
|
2023
Q3 | $3.45K | Buy |
+33
| New | +$3.45K | ﹤0.01% | 993 |
|
|
2023
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 1037 |
|
|
2022
Q4 | – | Sell |
-33
| Closed | -$2K | – | 735 |
|
|
2022
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 962 |
|