Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-140
| Closed | -$5K | – | 689 |
|
|
2016
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 483 |
|
|
2015
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 502 |
|
|
2015
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 485 |
|
|
2015
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 501 |
|
|
2015
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 521 |
|
|
2014
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 481 |
|
|
2014
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 506 |
|
|
2014
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 506 |
|
|
2014
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 475 |
|
|
2013
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 471 |
|
|
2013
Q3 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 468 |
|