Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.8K | Buy |
223
+1
| +0.5% | +$143 | 0.01% | 176 |
|
|
2024
Q3 | $31K | Buy |
222
+1
| +0.5% | +$139 | 0.01% | 241 |
|
|
2024
Q2 | $29.3K | Hold |
221
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $28.3K | Buy |
221
+1
| +0.5% | +$128 | 0.01% | 211 |
|
|
2023
Q4 | $25.6K | Buy |
220
+2
| +0.9% | +$233 | 0.01% | 191 |
|
|
2023
Q3 | $22.8K | Hold |
218
| – | – | 0.01% | 187 |
|
|
2023
Q2 | $23.7K | Hold |
218
| – | – | 0.01% | 179 |
|
|
2023
Q1 | $21.8K | Buy |
+218
| New | +$21.8K | 0.01% | 187 |
|