Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$146K | – | 837 |
|
|
2019
Q2 | $146K | Hold |
2,000
| – | – | 0.05% | 166 |
|
|
2019
Q1 | $141K | Hold |
2,000
| – | – | 0.05% | 161 |
|
|
2018
Q4 | $124K | Hold |
2,000
| – | – | 0.06% | 147 |
|
|
2018
Q3 | $146K | Hold |
2,000
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $136K | Hold |
2,000
| – | – | 0.06% | 166 |
|
|
2018
Q1 | $132K | Hold |
2,000
| – | – | 0.04% | 172 |
|
|
2017
Q4 | $134K | Hold |
2,000
| – | – | 0.04% | 168 |
|
|
2017
Q3 | $126K | Hold |
2,000
| – | – | 0.05% | 216 |
|
|
2017
Q2 | $124K | Hold |
2,000
| – | – | 0.05% | 220 |
|
|
2017
Q1 | $120K | Hold |
2,000
| – | – | 0.05% | 220 |
|
|
2016
Q4 | $112K | Hold |
2,000
| – | – | 0.05% | 170 |
|
|
2016
Q3 | $109K | Hold |
2,000
| – | – | 0.06% | 169 |
|
|
2016
Q2 | $108K | Hold |
2,000
| – | – | 0.07% | 170 |
|
|
2016
Q1 | $103K | Buy |
+2,000
| New | +$103K | 0.09% | 137 |
|