ARS 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
2018
Q1
Sell
-30,288
Closed -$1.45M 120
2017
Q4
$1.45M Sell
30,288
-1,300
-4% -$62.3K 0.54% 33
2017
Q3
$1.41M Buy
31,588
+13,088
+71% +$584K 0.55% 37
2017
Q2
$796K Buy
+18,500
New +$796K 0.32% 52