Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,188
| Closed | -$72K | – | 1186 |
|
|
2021
Q3 | $72K | Buy |
1,188
+4
| +0.3% | +$242 | 0.01% | 772 |
|
|
2021
Q2 | $77K | Buy |
1,184
+180
| +18% | +$11.7K | 0.01% | 801 |
|
|
2021
Q1 | $64K | Buy |
1,004
+4
| +0.4% | +$255 | 0.01% | 629 |
|
|
2020
Q4 | $55K | Hold |
1,000
| – | – | 0.01% | 538 |
|
|
2020
Q3 | $52.5K | Buy |
+1,000
| New | +$52.5K | 0.03% | 399 |
|