Atria Investments’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
Q4
Sell
-9,135
Closed -$629K 1918
2024
Q3
$629K Buy
9,135
+136
+2% +$9.37K 0.01% 1218
2024
Q2
$589K Buy
+8,999
New +$589K 0.01% 1221
2022
Q1
Sell
-16,276
Closed -$1.13M 904
2021
Q4
$1.13M Buy
+16,276
New +$1.13M 0.02% 786
2021
Q3
Sell
-29,072
Closed -$1.89M 808
2021
Q2
$1.89M Buy
29,072
+24
+0.1% +$1.56K 0.04% 525
2021
Q1
$1.87M Buy
29,048
+3,476
+14% +$224K 0.04% 474
2020
Q4
$1.41M Buy
25,572
+12
+0% +$662 0.03% 544
2020
Q3
$1.27M Buy
+25,560
New +$1.27M 0.04% 484
2018
Q1
Sell
-6,984
Closed -$335K 895
2017
Q4
$335K Buy
+6,984
New +$335K 0.02% 605