Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,032
| Closed | -$53K | – | 502 |
|
|
2016
Q1 | $53K | Hold |
1,032
| – | – | 0.02% | 188 |
|
|
2015
Q4 | $53K | Hold |
1,032
| – | – | 0.02% | 204 |
|
|
2015
Q3 | $50K | Hold |
1,032
| – | – | 0.02% | 203 |
|
|
2015
Q2 | $54K | Hold |
1,032
| – | – | 0.02% | 206 |
|
|
2015
Q1 | $54K | Hold |
1,032
| – | – | 0.02% | 202 |
|
|
2014
Q4 | $53K | Hold |
1,032
| – | – | 0.02% | 208 |
|
|
2014
Q3 | $51K | Hold |
1,032
| – | – | 0.02% | 203 |
|
|
2014
Q2 | $51K | Hold |
1,032
| – | – | 0.02% | 208 |
|
|
2014
Q1 | $49K | Hold |
1,032
| – | – | 0.02% | 194 |
|
|
2013
Q4 | $48K | Hold |
1,032
| – | – | 0.03% | 181 |
|
|
2013
Q3 | $44K | Hold |
1,032
| – | – | 0.03% | 155 |
|
|
2013
Q2 | $42K | Buy |
+1,032
| New | +$42K | 0.03% | 155 |
|