Prosperity 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
2023
Q4
Sell
-7,243
Closed -$757K 270
2023
Q3
$757K Buy
7,243
+860
+13% +$89.9K 0.1% 107
2023
Q2
$691K Buy
6,383
+1,386
+28% +$150K 0.1% 114
2023
Q1
$500K Buy
4,997
+2,539
+103% +$254K 0.08% 117
2022
Q4
$230K Buy
+2,458
New +$230K 0.07% 173