TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.71M | Sell |
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|
2024
Q3 | $2.78M | Sell |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $2.66M | Sell |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.23M | Sell |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.06M | Sell |
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|
2022
Q1 | $2.63M | Sell |
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|
2021
Q4 | $2.81M | Sell |
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|
2021
Q3 | $2.59M | Buy |
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|
2021
Q2 | $2.54M | Sell |
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|
2021
Q1 | $2.46M | Sell |
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|
2020
Q4 | $2.41M | Sell |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $2.39M | Sell |
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|
2020
Q1 | $2M | Sell |
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|
2019
Q4 | $2.56M | Sell |
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|
2019
Q3 | $2.46M | Buy |
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