LifeSteps Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,660
| Closed | -$187K | – | 247 |
|
|
2024
Q1 | $187K | Buy |
+2,660
| New | +$187K | 0.14% | 85 |
|
|
2023
Q3 | – | Sell |
-3,296
| Closed | -$206K | – | 74 |
|
|
2023
Q2 | $206K | Buy |
+3,296
| New | +$206K | 0.2% | 69 |
|
|
2023
Q1 | – | Sell |
-6,804
| Closed | -$363K | – | 69 |
|
|
2022
Q4 | $363K | Sell |
6,804
-3,340
| -33% | -$178K | 0.38% | 48 |
|
|
2022
Q3 | $498K | Sell |
10,144
-1,644
| -14% | -$80.7K | 0.56% | 37 |
|
|
2022
Q2 | $627K | Sell |
11,788
-1,860
| -14% | -$98.9K | 0.65% | 32 |
|
|
2022
Q1 | $921K | Sell |
13,648
-1,792
| -12% | -$121K | 0.68% | 30 |
|
|
2021
Q4 | $1.07M | Buy |
15,440
+1,256
| +9% | +$86.8K | 0.76% | 27 |
|
|
2021
Q3 | $862K | Buy |
14,184
+360
| +3% | +$21.9K | 0.66% | 30 |
|
|
2021
Q2 | $898K | Buy |
13,824
+3,328
| +32% | +$216K | 0.69% | 29 |
|
|
2021
Q1 | $676K | Buy |
10,496
+5,240
| +100% | +$337K | 0.56% | 34 |
|
|
2020
Q4 | $290K | Buy |
+5,256
| New | +$290K | 0.27% | 59 |
|