GWMIA
Global Wealth Management Investment Advisory’s iShares US Transportation ETF IYT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-4
| Closed | -$1K | – | 490 |
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 432 |
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 417 |
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 562 |
|
2020
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 549 |
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 559 |
|
2019
Q3 | $1K | Sell |
4
-5
| -56% | -$1.25K | ﹤0.01% | 582 |
|
2019
Q2 | $2K | Sell |
9
-188
| -95% | -$41.8K | ﹤0.01% | 574 |
|
2019
Q1 | $37K | Sell |
197
-219
| -53% | -$41.1K | 0.02% | 236 |
|
2018
Q4 | $69K | Buy |
+416
| New | +$69K | 0.04% | 201 |
|