Laffer Tengler Investments’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
Q1 | – | Sell |
-438
| Closed | -$51K | – | 464 |
|
|
2023
Q4 | $51K | Hold |
438
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $45.8K | Hold |
438
| – | – | 0.01% | 236 |
|
|
2023
Q2 | $47.4K | Hold |
438
| – | – | 0.01% | 310 |
|
|
2023
Q1 | $43.8K | Hold |
438
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $40.9K | Buy |
+438
| New | +$40.9K | 0.01% | 322 |
|