Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $538K | Hold |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $553K | Sell |
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|
2020
Q4 | $896K | Sell |
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|
2020
Q3 | $838K | Buy |
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|
2020
Q2 | $752K | Buy |
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|
2020
Q1 | $472K | Sell |
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|
2019
Q4 | $617K | Sell |
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|
2019
Q3 | $647K | Hold |
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|
2019
Q2 | $640K | Sell |
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|
2019
Q1 | $845K | Sell |
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|
2018
Q4 | $851K | Sell |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $935K | Sell |
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|
2017
Q4 | $950K | Sell |
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|
2017
Q3 | $936K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Buy |
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