FIG
FundX Investment Group’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-48,275
| Closed | -$7.92M | – | 51 |
|
|
2017
Q1 | $7.92M | Sell |
48,275
-5,621
| -10% | -$922K | 3.33% | 13 |
|
|
2016
Q4 | $8.78M | Buy |
+53,896
| New | +$8.78M | 3.07% | 11 |
|
|
2015
Q1 | – | Sell |
-62,884
| Closed | -$10.3M | – | 25 |
|
|
2014
Q4 | $10.3M | Buy |
62,884
+28,153
| +81% | +$4.62M | 3.1% | 11 |
|
|
2014
Q3 | $5.24M | Buy |
34,731
+94
| +0.3% | +$14.2K | 1.98% | 9 |
|
|
2014
Q2 | $5.09M | Buy |
+34,637
| New | +$5.09M | 1.96% | 12 |
|
|
2014
Q1 | – | Sell |
-2,700
| Closed | -$356K | – | 24 |
|
|
2013
Q4 | $356K | Buy |
+2,700
| New | +$356K | 0.16% | 21 |
|