Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,495
| Closed | -$157K | – | 1653 |
|
|
2021
Q1 | $157K | Sell |
1,495
-701
| -32% | -$73.6K | 0.01% | 1171 |
|
|
2020
Q4 | $207K | Sell |
2,196
-80
| -4% | -$7.54K | 0.01% | 822 |
|
|
2020
Q3 | $190K | Buy |
2,276
+2
| +0.1% | +$167 | 0.01% | 747 |
|
|
2020
Q2 | $174K | Buy |
2,274
+38
| +2% | +$2.91K | 0.01% | 770 |
|
|
2020
Q1 | $141K | Sell |
2,236
-164
| -7% | -$10.3K | 0.01% | 753 |
|
|
2019
Q4 | $192K | Buy |
2,400
+118
| +5% | +$9.44K | 0.01% | 726 |
|
|
2019
Q3 | $168K | Buy |
+2,282
| New | +$168K | 0.01% | 691 |
|
|
2017
Q1 | – | Sell |
-1,850
| Closed | -$109K | – | 423 |
|
|
2016
Q4 | $109K | Buy |
+1,850
| New | +$109K | 0.04% | 260 |
|