Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-472
| Closed | -$51K | – | 654 |
|
|
2021
Q3 | $51K | Hold |
472
| – | – | 0.02% | 421 |
|
|
2021
Q2 | $51K | Hold |
472
| – | – | 0.02% | 313 |
|
|
2021
Q1 | $44K | Hold |
472
| – | – | 0.02% | 302 |
|
|
2020
Q4 | $44K | Hold |
472
| – | – | 0.02% | 299 |
|
|
2020
Q3 | $39K | Hold |
472
| – | – | 0.02% | 271 |
|
|
2020
Q2 | $36K | Hold |
472
| – | – | 0.03% | 271 |
|
|
2020
Q1 | $30K | Hold |
472
| – | – | 0.03% | 286 |
|
|
2019
Q4 | $38K | Hold |
472
| – | – | 0.03% | 303 |
|
|
2019
Q3 | $35K | Hold |
472
| – | – | 0.03% | 300 |
|
|
2019
Q2 | $34K | Hold |
472
| – | – | 0.03% | 313 |
|
|
2019
Q1 | $33K | Hold |
472
| – | – | 0.02% | 269 |
|
|
2018
Q4 | $29K | Buy |
+472
| New | +$29K | 0.02% | 275 |
|