Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $158K | Hold |
1,900
| – | – | 0.05% | 146 |
|
|
2020
Q2 | $145K | Sell |
1,900
-60
| -3% | -$4.58K | 0.05% | 149 |
|
|
2020
Q1 | $124K | Buy |
1,960
+60
| +3% | +$3.8K | 0.06% | 155 |
|
|
2019
Q4 | $152K | Hold |
1,900
| – | – | 0.06% | 151 |
|
|
2019
Q3 | $140K | Hold |
1,900
| – | – | 0.07% | 138 |
|
|
2019
Q2 | $139K | Hold |
1,900
| – | – | 0.06% | 138 |
|
|
2019
Q1 | $134K | Hold |
1,900
| – | – | 0.06% | 146 |
|
|
2018
Q4 | $118K | Hold |
1,900
| – | – | 0.06% | 147 |
|
|
2018
Q3 | $138K | Hold |
1,900
| – | – | 0.07% | 140 |
|
|
2018
Q2 | $130K | Hold |
1,900
| – | – | 0.07% | 140 |
|
|
2018
Q1 | $126K | Hold |
1,900
| – | – | 0.07% | 133 |
|
|
2017
Q4 | $127K | Hold |
1,900
| – | – | 0.06% | 136 |
|
|
2017
Q3 | $120K | Hold |
1,900
| – | – | 0.06% | 142 |
|
|
2017
Q2 | $115K | Buy |
+1,900
| New | +$115K | 0.06% | 136 |
|