LWM
Loveless 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
Q2 | $325K | Sell |
1,528
-70
| -4% | -$14.9K | 0.21% | 103 |
|
|
2022
Q1 | $431K | Hold |
1,598
| – | – | 0.24% | 102 |
|
|
2021
Q4 | $442K | Buy |
1,598
+160
| +11% | +$44.3K | 0.24% | 106 |
|
|
2021
Q3 | $350K | Buy |
1,438
+20
| +1% | +$4.87K | 0.21% | 107 |
|
|
2021
Q2 | $369K | Buy |
+1,418
| New | +$369K | 0.22% | 107 |
|