Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,904
| Closed | -$182K | – | 653 |
|
|
2018
Q2 | $182K | Buy |
3,904
+192
| +5% | +$8.95K | 0.06% | 143 |
|
|
2018
Q1 | $173K | Buy |
3,712
+2,932
| +376% | +$137K | 0.06% | 131 |
|
|
2017
Q4 | $37K | Buy |
780
+556
| +248% | +$26.4K | 0.01% | 244 |
|
|
2017
Q3 | $9K | Hold |
224
| – | – | ﹤0.01% | 408 |
|
|
2017
Q2 | $10K | Buy |
+224
| New | +$10K | ﹤0.01% | 375 |
|