Powell Investment 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
Q3 | – | Sell |
-1,618
| Closed | -$149K | – | 135 |
|
|
2022
Q2 | $149K | Buy |
1,618
+520
| +47% | +$47.9K | 0.09% | 110 |
|
|
2022
Q1 | $122K | Sell |
1,098
-52
| -5% | -$5.78K | 0.07% | 112 |
|
|
2021
Q4 | $136K | Hold |
1,150
| – | – | 0.08% | 113 |
|
|
2021
Q3 | $124K | Hold |
1,150
| – | – | 0.08% | 110 |
|
|
2021
Q2 | $124K | Hold |
1,150
| – | – | 0.08% | 107 |
|
|
2021
Q1 | $115K | Buy |
1,150
+300
| +35% | +$30K | 0.08% | 106 |
|
|
2020
Q4 | $80K | Buy |
+850
| New | +$80K | 0.06% | 98 |
|