Mayflower Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,809
| Closed | -$213K | – | 370 |
|
|
2021
Q4 | $213K | Hold |
1,809
| – | – | 0.03% | 309 |
|
|
2021
Q3 | $205K | Sell |
1,809
-430
| -19% | -$48.7K | 0.03% | 315 |
|
|
2021
Q2 | $242K | Hold |
2,239
| – | – | 0.03% | 277 |
|
|
2021
Q1 | $224K | Sell |
2,239
-95
| -4% | -$9.5K | 0.03% | 266 |
|
|
2020
Q4 | $220K | Buy |
+2,334
| New | +$220K | 0.04% | 246 |
|