Capital Planning Advisors’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
2017
Q3
Sell
-4,812
Closed -$207K 128
2017
Q2
$207K Sell
4,812
-256
-5% -$11K 0.09% 127
2017
Q1
$208K Buy
+5,068
New +$208K 0.1% 128