Oliver Lagore Vanvalin Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$30K | – | 813 |
|
|
2023
Q1 | $30K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $28K | Sell |
300
-300
| -50% | -$28K | 0.02% | 228 |
|
|
2022
Q3 | $53K | Sell |
600
-200
| -25% | -$17.7K | 0.03% | 163 |
|
|
2022
Q2 | $74K | Hold |
800
| – | – | 0.04% | 146 |
|
|
2022
Q1 | $89K | Buy |
+800
| New | +$89K | 0.06% | 139 |
|