HCR Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $24K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $309K | Sell |
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|
2018
Q3 | $502K | Sell |
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|
2018
Q2 | $615K | Hold |
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|
2018
Q1 | $617K | Hold |
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|
2017
Q4 | $632K | Hold |
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|
2017
Q3 | $589K | Sell |
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|
2017
Q2 | $572K | Buy |
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