Bogart Wealth LLC’s iShares US Transportation ETF IYT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.3K	Buy	58 +1	+2%	+$78	﹤0.01%	1103
2025 Q4	$4.28K	Hold	57	–	–	﹤0.01%	1036
2025 Q3	$4.12K	Hold	57	–	–	﹤0.01%	1014
2025 Q2	$3.92K	Hold	57	–	–	﹤0.01%	989
2025 Q1	$3.65K	Hold	57	–	–	﹤0.01%	962
2024 Q4	$3.84K	Hold	57	–	–	﹤0.01%	948
2024 Q3	$3.91K	Buy	57 +15	+36%	+$988	﹤0.01%	877
2024 Q2	$2.72K	Buy	42 +1	+2%	+$66	﹤0.01%	884
2024 Q1	$2.92K	Buy	41 +1	+3%	+$68	﹤0.01%	858
2023 Q4	$2.71K	Hold	40	–	–	﹤0.01%	859
2023 Q3	$2.4K	Hold	40	–	–	﹤0.01%	854
2023 Q2	$2.56K	Hold	40	–	–	﹤0.01%	851
2023 Q1	$2.33K	Hold	40	–	–	﹤0.01%	884
2022 Q4	$2.18K	Hold	40	–	–	﹤0.01%	781
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	822
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	772
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	634
2021 Q4	$3K	Buy	40 +20	+100%	+$1.34K	﹤0.01%	617
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	687
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	646
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	595
2020 Q4	$1K	Buy	+20	New	+$1.07K	﹤0.01%	436