Jaffetilchin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,436
| Closed | -$214K | – | 205 |
|
|
2015
Q3 | $214K | Hold |
4,436
| – | – | 0.08% | 163 |
|
|
2015
Q2 | $231K | Buy |
4,436
+20
| +0.5% | +$1.04K | 0.07% | 170 |
|
|
2015
Q1 | $231K | Buy |
+4,416
| New | +$231K | 0.07% | 183 |
|
|
2014
Q4 | – | Sell |
-4,376
| Closed | -$217K | – | 221 |
|
|
2014
Q3 | $217K | Buy |
4,376
+20
| +0.5% | +$992 | 0.08% | 181 |
|
|
2014
Q2 | $216K | Buy |
4,356
+16
| +0.4% | +$793 | 0.08% | 187 |
|
|
2014
Q1 | $206K | Buy |
4,340
+18
| +0.4% | +$854 | 0.08% | 179 |
|
|
2013
Q4 | $202K | Buy |
+4,322
| New | +$202K | 0.1% | 169 |
|