Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-470
| Closed | -$33K | – | 1252 |
|
|
2019
Q1 | $33K | Buy |
470
+2
| +0.4% | +$140 | ﹤0.01% | 1066 |
|
|
2018
Q4 | $29K | Buy |
468
+4
| +0.9% | +$248 | ﹤0.01% | 1068 |
|
|
2018
Q3 | $34K | Hold |
464
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q2 | $32K | Hold |
464
| – | – | ﹤0.01% | 1123 |
|
|
2018
Q1 | $31K | Hold |
464
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q4 | $31K | Buy |
+464
| New | +$31K | ﹤0.01% | 1175 |
|