Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-920
| Closed | -$37K | – | 522 |
|
|
2020
Q2 | $37K | Buy |
920
+8
| +0.9% | +$322 | 0.01% | 464 |
|
|
2020
Q1 | $32K | Hold |
912
| – | – | 0.01% | 438 |
|
|
2019
Q4 | $45K | Sell |
912
-1,188
| -57% | -$58.6K | 0.01% | 449 |
|
|
2019
Q3 | $98K | Hold |
2,100
| – | – | 0.02% | 330 |
|
|
2019
Q2 | $99K | Buy |
2,100
+4
| +0.2% | +$189 | 0.02% | 339 |
|
|
2019
Q1 | $98K | Sell |
2,096
-204
| -9% | -$9.54K | 0.02% | 411 |
|
|
2018
Q4 | $95K | Buy |
2,300
+12
| +0.5% | +$496 | 0.02% | 379 |
|
|
2018
Q3 | $117K | Buy |
2,288
+8
| +0.4% | +$409 | 0.02% | 374 |
|
|
2018
Q2 | $106K | Hold |
2,280
| – | – | 0.02% | 393 |
|
|
2018
Q1 | $107K | Sell |
2,280
-200
| -8% | -$9.39K | 0.02% | 396 |
|
|
2017
Q4 | $119K | Buy |
2,480
+12
| +0.5% | +$576 | 0.02% | 404 |
|
|
2017
Q3 | $110K | Buy |
+2,468
| New | +$110K | 0.02% | 435 |
|