Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$252K | – | 236 |
|
|
2017
Q3 | $252K | Hold |
4,000
| – | – | 0.05% | 161 |
|
|
2017
Q2 | $243K | Hold |
4,000
| – | – | 0.05% | 165 |
|
|
2017
Q1 | $237K | Hold |
4,000
| – | – | 0.05% | 160 |
|
|
2016
Q4 | $224K | Hold |
4,000
| – | – | 0.04% | 160 |
|
|
2016
Q3 | $217K | Hold |
4,000
| – | – | 0.05% | 153 |
|
|
2016
Q2 | $209K | Hold |
4,000
| – | – | 0.06% | 146 |
|
|
2016
Q1 | $205K | Hold |
4,000
| – | – | 0.06% | 146 |
|
|
2015
Q4 | $204K | Buy |
+4,000
| New | +$204K | 0.06% | 132 |
|
|
2015
Q3 | – | Sell |
-4,000
| Closed | -$210K | – | 146 |
|
|
2015
Q2 | $210K | Buy |
+4,000
| New | +$210K | 0.07% | 127 |
|