Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Buy |
4,225
+4,197
| +14,989% | +$27.8K | ﹤0.01% | 598 |
|
|
2025
Q1 | $3.81K | Hold |
28
| – | – | ﹤0.01% | 559 |
|
|
2024
Q4 | $4.01K | Sell |
28
-800
| -97% | -$114K | ﹤0.01% | 577 |
|
|
2024
Q3 | $116K | Sell |
828
-1,000
| -55% | -$140K | 0.02% | 222 |
|
|
2024
Q2 | $242K | Hold |
1,828
| – | – | 0.04% | 161 |
|
|
2024
Q1 | $234K | Hold |
1,828
| – | – | 0.04% | 164 |
|
|
2023
Q4 | $213K | Hold |
1,828
| – | – | 0.04% | 170 |
|
|
2023
Q3 | $191K | Hold |
1,828
| – | – | 0.04% | 173 |
|
|
2023
Q2 | $198K | Hold |
1,828
| – | – | 0.04% | 173 |
|
|
2023
Q1 | $183K | Hold |
1,828
| – | – | 0.04% | 176 |
|
|
2022
Q4 | $171K | Hold |
1,828
| – | – | 0.04% | 171 |
|
|
2022
Q3 | $160K | Hold |
1,828
| – | – | 0.04% | 172 |
|
|
2022
Q2 | $169K | Hold |
1,828
| – | – | 0.04% | 170 |
|
|
2022
Q1 | $204K | Hold |
1,828
| – | – | 0.04% | 169 |
|
|
2021
Q4 | $215K | Hold |
1,828
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $197K | Sell |
1,828
-700
| -28% | -$75.4K | 0.04% | 166 |
|
|
2021
Q2 | $273K | Buy |
2,528
+2,500
| +8,929% | +$270K | 0.06% | 149 |
|
|
2021
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 563 |
|
|
2020
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 519 |
|
|
2020
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 482 |
|
|
2020
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 472 |
|
|
2020
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 473 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 494 |
|
|
2019
Q3 | $2K | Sell |
28
-92
| -77% | -$6.57K | ﹤0.01% | 477 |
|
|
2019
Q2 | $9K | Buy |
120
+92
| +329% | +$6.9K | ﹤0.01% | 386 |
|
|
2019
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 459 |
|
|
2018
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 461 |
|