WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $49K | Buy |
800
+680
| +567% | +$41.7K | 0.01% | 705 |
|
|
2017
Q1 | $7K | Sell |
120
-800
| -87% | -$46.7K | ﹤0.01% | 1154 |
|
|
2016
Q4 | $52K | Buy |
920
+2
| +0.2% | +$113 | 0.01% | 708 |
|
|
2016
Q3 | $50K | Hold |
918
| – | – | 0.01% | 707 |
|
|
2016
Q2 | $48K | Buy |
918
+58
| +7% | +$3.03K | 0.01% | 693 |
|
|
2016
Q1 | $44K | Hold |
860
| – | – | 0.01% | 698 |
|
|
2015
Q4 | $44K | Buy |
860
+2
| +0.2% | +$102 | 0.01% | 699 |
|
|
2015
Q3 | $41K | Sell |
858
-342
| -29% | -$16.3K | 0.01% | 701 |
|
|
2015
Q2 | $63K | Buy |
1,200
+38
| +3% | +$2K | 0.02% | 657 |
|
|
2015
Q1 | $61K | Sell |
1,162
-798
| -41% | -$41.9K | 0.02% | 678 |
|
|
2014
Q4 | $102K | Buy |
1,960
+60
| +3% | +$3.12K | 0.02% | 628 |
|
|
2014
Q3 | $94K | Buy |
1,900
+394
| +26% | +$19.5K | 0.02% | 688 |
|
|
2014
Q2 | $75K | Buy |
1,506
+2
| +0.1% | +$100 | 0.01% | 764 |
|
|
2014
Q1 | $71K | Buy |
1,504
+902
| +150% | +$42.6K | 0.01% | 766 |
|
|
2013
Q4 | $28K | Buy |
602
+402
| +201% | +$18.7K | ﹤0.01% | 1201 |
|
|
2013
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1560 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1531 |
|