BEI
Benjamin Edwards Inc’s iShares US Transportation ETF IYT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-7,802
| Closed | -$500K | – | 1180 |
|
2025
Q1 | $500K | Sell |
7,802
-7,377
| -49% | -$472K | 0.01% | 781 |
|
2024
Q4 | $1.03M | Buy |
15,179
+7,669
| +102% | +$518K | 0.01% | 601 |
|
2024
Q3 | $517K | Buy |
+7,510
| New | +$517K | 0.01% | 782 |
|
2023
Q1 | – | Sell |
-16
| Closed | -$1K | – | 733 |
|
2022
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 702 |
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 687 |
|
2022
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 690 |
|