CPA
Clear Perspective Advisors’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-300
| Closed | -$56K | – | 502 |
|
|
2018
Q1 | $56K | Buy |
300
+175
| +140% | +$32.7K | 0.04% | 229 |
|
|
2017
Q4 | $24K | Hold |
125
| – | – | 0.02% | 279 |
|
|
2017
Q3 | $22K | Sell |
125
-75
| -38% | -$13.2K | 0.02% | 282 |
|
|
2017
Q2 | $34K | Hold |
200
| – | – | 0.03% | 255 |
|
|
2017
Q1 | $33K | Hold |
200
| – | – | 0.02% | 244 |
|
|
2016
Q4 | $33K | Buy |
+200
| New | +$33K | 0.02% | 234 |
|