Belpointe Asset Management’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,308
| Closed | -$132K | – | 1990 |
|
|
2023
Q1 | $132K | Buy |
2,308
+436
| +23% | +$24.9K | 0.01% | 1160 |
|
|
2022
Q4 | $100K | Sell |
1,872
-3,496
| -65% | -$187K | 0.01% | 1236 |
|
|
2022
Q3 | $263K | Sell |
5,368
-680
| -11% | -$33.3K | 0.02% | 734 |
|
|
2022
Q2 | $322K | Buy |
6,048
+1,764
| +41% | +$93.9K | 0.02% | 650 |
|
|
2022
Q1 | $289K | Buy |
+4,284
| New | +$289K | 0.02% | 738 |
|
|
2021
Q2 | – | Sell |
-4,940
| Closed | -$318K | – | 1160 |
|
|
2021
Q1 | $318K | Sell |
4,940
-2,100
| -30% | -$135K | 0.03% | 581 |
|
|
2020
Q4 | $388K | Buy |
+7,040
| New | +$388K | 0.03% | 472 |
|