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Dakota Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Dakota Wealth Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,052
Closed -$270K – 628
2022
Q4 		$270K Sell
5,052
-600
-11% -$32K 0.02% 464
2022
Q3 		$278K Buy
+5,652
New +$278K 0.02% 432