GSWM
Golden State Wealth Management’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.61M | Buy |
5,973
+4,097
| +218% | +$1.11M | 0.32% | 64 |
|
|
2021
Q4 | $519K | Hold |
1,876
| – | – | 0.09% | 199 |
|
|
2021
Q3 | $456K | Buy |
1,876
+198
| +12% | +$48.1K | 0.1% | 177 |
|
|
2021
Q2 | $436K | Buy |
+1,678
| New | +$436K | 0.1% | 183 |
|
|
2020
Q2 | – | Sell |
-81
| Closed | -$11K | – | 555 |
|
|
2020
Q1 | $11K | Buy |
+81
| New | +$11K | ﹤0.01% | 607 |
|
|
2019
Q4 | – | Sell |
-81
| Closed | -$15K | – | 507 |
|
|
2019
Q3 | $15K | Hold |
81
| – | – | ﹤0.01% | 669 |
|
|
2019
Q2 | $15K | Hold |
81
| – | – | ﹤0.01% | 668 |
|
|
2019
Q1 | $15K | Buy |
+81
| New | +$15K | 0.01% | 686 |
|