Blue Chip Partners’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
-1,994
Closed -$137K 181
2024
Q3
$137K Sell
1,994
-1,673
-46% -$115K 0.01% 171
2024
Q2
$240K Buy
3,667
+1,440
+65% +$94.2K 0.02% 124
2024
Q1
$157K Sell
2,227
-8,021
-78% -$565K 0.02% 148
2023
Q4
$672K Buy
+10,248
New +$672K 0.07% 84
2023
Q3
Sell
-1,704
Closed -$106K 186
2023
Q2
$106K Buy
+1,704
New +$106K 0.01% 181
2023
Q1
Sell
-6,660
Closed -$356K 175
2022
Q4
$356K Buy
+6,660
New +$356K 0.04% 102