SeaCrest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$74K | – | 1073 |
|
|
2022
Q2 | $74K | Buy |
+800
| New | +$74K | 0.01% | 964 |
|
|
2019
Q2 | – | Sell |
-1,400
| Closed | -$99K | – | 1196 |
|
|
2019
Q1 | $99K | Hold |
1,400
| – | – | 0.02% | 693 |
|
|
2018
Q4 | $87K | Hold |
1,400
| – | – | 0.02% | 708 |
|
|
2018
Q3 | $102K | Hold |
1,400
| – | – | 0.02% | 732 |
|
|
2018
Q2 | $95K | Hold |
1,400
| – | – | 0.02% | 738 |
|
|
2018
Q1 | $92K | Hold |
1,400
| – | – | 0.02% | 730 |
|
|
2017
Q4 | $94K | Buy |
+1,400
| New | +$94K | 0.02% | 735 |
|