National Planning Corporation’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
Q2 | – | Sell |
-3,528
| Closed | -$208K | – | 760 |
|
|
2017
Q1 | $208K | Sell |
3,528
-18,548
| -84% | -$1.09M | 0.02% | 631 |
|
|
2016
Q4 | $1.26M | Buy |
+22,076
| New | +$1.26M | 0.1% | 200 |
|
|
2015
Q1 | – | Sell |
-5,046
| Closed | -$257K | – | 1376 |
|
|
2014
Q4 | $257K | Sell |
5,046
-4,324
| -46% | -$220K | 0.02% | 583 |
|
|
2014
Q3 | $463K | Buy |
+9,370
| New | +$463K | 0.04% | 427 |
|