Lineweaver Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,038
| Closed | -$204K | – | 126 |
|
|
2023
Q1 | $204K | Sell |
2,038
-654
| -24% | -$65.5K | 0.06% | 121 |
|
|
2022
Q4 | $252K | Sell |
2,692
-132
| -5% | -$12.3K | 0.08% | 112 |
|
|
2022
Q3 | $247K | Sell |
2,824
-155
| -5% | -$13.6K | 0.08% | 114 |
|
|
2022
Q2 | $275K | Sell |
2,979
-142
| -5% | -$13.1K | 0.09% | 108 |
|
|
2022
Q1 | $347K | Buy |
3,121
+6
| +0.2% | +$667 | 0.1% | 107 |
|
|
2021
Q4 | $367K | Sell |
3,115
-94
| -3% | -$11.1K | 0.11% | 102 |
|
|
2021
Q3 | $346K | Buy |
3,209
+7
| +0.2% | +$755 | 0.11% | 98 |
|
|
2021
Q2 | $345K | Buy |
3,202
+369
| +13% | +$39.8K | 0.11% | 91 |
|
|
2021
Q1 | $282K | Buy |
+2,833
| New | +$282K | 0.1% | 93 |
|