Advocacy Wealth Management Services’s iShares US Transportation ETF IYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-72
| Closed | -$4K | – | 140 |
|
|
2022
Q2 | $4K | Sell |
72
-404
| -85% | -$22.4K | ﹤0.01% | 113 |
|
|
2022
Q1 | $31K | Sell |
476
-144,652
| -100% | -$9.42M | 0.01% | 72 |
|
|
2021
Q4 | $10M | Buy |
145,128
+8,140
| +6% | +$563K | 1.68% | 9 |
|
|
2021
Q3 | $8.33M | Buy |
136,988
+9,268
| +7% | +$563K | 1.5% | 11 |
|
|
2021
Q2 | $8.3M | Buy |
127,720
+63,716
| +100% | +$4.14M | 1.54% | 10 |
|
|
2021
Q1 | $4.15M | Buy |
+64,004
| New | +$4.15M | 0.83% | 20 |
|