Meridian 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
2020
Q3
Sell
-4,986
Closed -$381K 271
2020
Q2
$381K Sell
4,986
-2,694
-35% -$206K 0.13% 140
2020
Q1
$484K Buy
+7,680
New +$484K 0.21% 109