Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,689
| Closed | -$411K | – | 464 |
|
|
2022
Q1 | $411K | Sell |
3,689
-2
| -0.1% | -$223 | ﹤0.01% | 334 |
|
|
2021
Q4 | $435K | Buy |
3,691
+2
| +0.1% | +$236 | ﹤0.01% | 363 |
|
|
2021
Q3 | $398K | Buy |
+3,689
| New | +$398K | ﹤0.01% | 345 |
|
|
2020
Q2 | – | Sell |
-3,638
| Closed | -$229K | – | 369 |
|
|
2020
Q1 | $229K | Hold |
3,638
| – | – | ﹤0.01% | 318 |
|
|
2019
Q4 | $290K | Hold |
3,638
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $268K | Hold |
3,638
| – | – | ﹤0.01% | 306 |
|
|
2019
Q2 | $266K | Buy |
3,638
+348
| +11% | +$25.4K | ﹤0.01% | 283 |
|
|
2019
Q1 | $232K | Buy |
+3,290
| New | +$232K | ﹤0.01% | 302 |
|