Valeo Financial Advisors’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 |
-178
| Closed | -$18K | – | 1097 |
|
|
2021
Q1 | $18K | Hold |
178
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q4 | $17K | Hold |
178
| – | – | ﹤0.01% | 1040 |
|
|
2020
Q3 | $15K | Hold |
178
| – | – | ﹤0.01% | 946 |
|
|
2020
Q2 | $14K | Hold |
178
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q1 | $12K | Hold |
178
| – | – | ﹤0.01% | 991 |
|
|
2019
Q4 | $14K | Hold |
178
| – | – | ﹤0.01% | 989 |
|
|
2019
Q3 | $13K | Hold |
178
| – | – | ﹤0.01% | 952 |
|
|
2019
Q2 | $13K | Hold |
178
| – | – | ﹤0.01% | 955 |
|
|
2019
Q1 | $13K | Hold |
178
| – | – | ﹤0.01% | 885 |
|
|
2018
Q4 | $11K | Hold |
178
| – | – | ﹤0.01% | 852 |
|
|
2018
Q3 | $12K | Hold |
178
| – | – | ﹤0.01% | 906 |
|
|
2018
Q2 | $13K | Hold |
178
| – | – | ﹤0.01% | 876 |
|
|
2018
Q1 | $12K | Hold |
178
| – | – | ﹤0.01% | 881 |
|
|
2017
Q4 | $12K | Hold |
178
| – | – | ﹤0.01% | 789 |
|
|
2017
Q3 | $11K | Buy |
+178
| New | +$11K | ﹤0.01% | 672 |
|