Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-220
| Closed | -$12K | – | 522 |
|
|
2022
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $15K | Buy |
220
+60
| +38% | +$4.09K | ﹤0.01% | 567 |
|
|
2021
Q4 | $11K | Hold |
160
| – | – | ﹤0.01% | 601 |
|
|
2021
Q3 | $10K | Hold |
160
| – | – | ﹤0.01% | 577 |
|
|
2021
Q2 | $10K | Hold |
160
| – | – | ﹤0.01% | 567 |
|
|
2021
Q1 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 545 |
|