Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-600
| Closed | -$28K | – | 595 |
|
|
2015
Q3 | $28K | Buy |
600
+400
| +200% | +$18.7K | 0.01% | 503 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 657 |
|
|
2015
Q1 | $10K | Sell |
200
-400
| -67% | -$20K | ﹤0.01% | 690 |
|
|
2014
Q4 | $31K | Hold |
600
| – | – | 0.01% | 465 |
|
|
2014
Q3 | $30K | Hold |
600
| – | – | 0.01% | 487 |
|
|
2014
Q2 | $30K | Hold |
600
| – | – | 0.01% | 477 |
|
|
2014
Q1 | $28K | Sell |
600
-1,100
| -65% | -$51.3K | 0.01% | 444 |
|
|
2013
Q4 | $79K | Buy |
1,700
+1,100
| +183% | +$51.1K | 0.05% | 235 |
|
|
2013
Q3 | $26K | Hold |
600
| – | – | 0.02% | 421 |
|
|
2013
Q2 | $24K | Buy |
+600
| New | +$24K | 0.01% | 422 |
|