Vahanian & Associates Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $302K | Sell |
2,595
-1,050
| -29% | -$122K | 1.2% | 29 |
|
|
2023
Q3 | $381K | Sell |
3,645
-550
| -13% | -$57.5K | 1.22% | 31 |
|
|
2023
Q2 | $454K | Hold |
4,195
| – | – | 1.44% | 24 |
|
|
2023
Q1 | $420K | Hold |
4,195
| – | – | 1.16% | 27 |
|
|
2022
Q4 | $392K | Hold |
4,195
| – | – | 1.28% | 30 |
|
|
2022
Q3 | $368K | Buy |
+4,195
| New | +$368K | 1.27% | 31 |
|