Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-112
| Closed | -$7.33K | – | 936 |
|
|
2024
Q2 | $7.33K | Hold |
112
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $7.88K | Hold |
112
| – | – | ﹤0.01% | 736 |
|
|
2023
Q4 | $7.35K | Hold |
112
| – | – | ﹤0.01% | 769 |
|
|
2023
Q3 | $6.55K | Hold |
112
| – | – | ﹤0.01% | 746 |
|
|
2023
Q2 | $6.99K | Hold |
112
| – | – | ﹤0.01% | 766 |
|
|
2023
Q1 | $6.38K | Hold |
112
| – | – | ﹤0.01% | 778 |
|
|
2022
Q4 | $5.98K | Hold |
112
| – | – | ﹤0.01% | 772 |
|
|
2022
Q3 | $5.5K | Sell |
112
-112
| -50% | -$5.5K | ﹤0.01% | 767 |
|
|
2022
Q2 | $11.9K | Hold |
224
| – | – | ﹤0.01% | 740 |
|
|
2022
Q1 | $15.1K | Hold |
224
| – | – | ﹤0.01% | 661 |
|
|
2021
Q4 | $15.5K | Hold |
224
| – | – | ﹤0.01% | 666 |
|
|
2021
Q3 | $13.6K | Hold |
224
| – | – | ﹤0.01% | 680 |
|
|
2021
Q2 | $14.6K | Hold |
224
| – | – | ﹤0.01% | 687 |
|
|
2021
Q1 | $14.4K | Sell |
224
-600
| -73% | -$38.6K | ﹤0.01% | 632 |
|
|
2020
Q4 | $45.4K | Buy |
+824
| New | +$45.4K | 0.01% | 473 |
|
|
2020
Q3 | – | Sell |
-724
| Closed | -$29.4K | – | 447 |
|
|
2020
Q2 | $29.4K | Hold |
724
| – | – | 0.01% | 520 |
|
|
2020
Q1 | $25K | Buy |
+724
| New | +$25K | 0.01% | 499 |
|