WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $49K | Buy |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $52K | Buy |
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|
2016
Q3 | $50K | Hold |
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|
2016
Q2 | $48K | Buy |
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|
2016
Q1 | $44K | Hold |
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|
2015
Q4 | $44K | Buy |
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|
2015
Q3 | $41K | Sell |
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|
2015
Q2 | $63K | Buy |
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|
2015
Q1 | $61K | Sell |
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|
2014
Q4 | $102K | Buy |
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|
2014
Q3 | $94K | Buy |
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|
2014
Q2 | $75K | Buy |
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|
2014
Q1 | $71K | Buy |
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|
2013
Q4 | $28K | Buy |
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|
2013
Q3 | $9K | Hold |
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|
2013
Q2 | $8K | Buy |
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