VSR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,404
| Closed | -$417K | – | 596 |
|
|
2014
Q3 | $417K | Buy |
8,404
+3,192
| +61% | +$158K | 0.05% | 374 |
|
|
2014
Q2 | $258K | Sell |
5,212
-856
| -14% | -$42.4K | 0.03% | 469 |
|
|
2014
Q1 | $288K | Sell |
6,068
-40
| -0.7% | -$1.9K | 0.04% | 449 |
|
|
2013
Q4 | $285K | Hold |
6,108
| – | – | 0.04% | 435 |
|
|
2013
Q3 | $260K | Hold |
6,108
| – | – | 0.05% | 419 |
|
|
2013
Q2 | $246K | Buy |
+6,108
| New | +$246K | 0.05% | 418 |
|