Carlson Capital Management’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
2024
Q4
$333K Hold
2024
Q3
$339K Hold
2024
Q2
$322K Hold
2024
Q1
$347K Sell
2023
Q4
$323K Hold
2023
Q3
$288K Hold
2023
Q2
$307K Sell
2023
Q1
$330K Hold
2022
Q4
$310K Sell
2022
Q3
$288K Sell
2022
Q2
$471K Hold
2022
Q1
$598K Sell
2021
Q4
$619K Buy
2021
Q3
$542K Buy