Sargent Bickham Lagudis’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $35K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $30K | Hold |
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|
2019
Q3 | $28K | Buy |
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