Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$14K | – | 479 |
|
|
2019
Q1 | $14K | Buy |
+200
| New | +$14K | 0.01% | 626 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$14K | – | 500 |
|
|
2018
Q2 | $14K | Buy |
+200
| New | +$14K | 0.01% | 648 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$13K | – | 499 |
|
|
2017
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 680 |
|