Mid Atlantic Financial 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
Q3 | $458K | Buy |
4,243
+1
| +0% | +$108 | 0.03% | 482 |
|
|
2021
Q2 | $458K | Buy |
4,242
+61
| +1% | +$6.59K | 0.03% | 497 |
|
|
2021
Q1 | $417K | Sell |
4,181
-29
| -0.7% | -$2.89K | 0.03% | 494 |
|
|
2020
Q4 | $397K | Buy |
4,210
+4
| +0.1% | +$377 | 0.03% | 464 |
|
|
2020
Q3 | $371K | Buy |
4,206
+4
| +0.1% | +$353 | 0.03% | 438 |
|
|
2020
Q2 | $322K | Buy |
4,202
+512
| +14% | +$39.2K | 0.03% | 462 |
|
|
2020
Q1 | $233K | Buy |
3,690
+2
| +0.1% | +$126 | 0.03% | 520 |
|
|
2019
Q4 | $294K | Sell |
3,688
-464
| -11% | -$37K | 0.03% | 532 |
|
|
2019
Q3 | $306K | Buy |
4,152
+250
| +6% | +$18.4K | 0.03% | 496 |
|
|
2019
Q2 | $285K | Buy |
3,902
+522
| +15% | +$38.1K | 0.03% | 537 |
|
|
2019
Q1 | $239K | Buy |
3,380
+2
| +0.1% | +$141 | 0.03% | 577 |
|
|
2018
Q4 | $210K | Buy |
+3,378
| New | +$210K | 0.03% | 581 |
|