MWM
MinichMacGregor Wealth Management’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$213 | – | 366 |
|
|
2022
Q4 | $213 | Buy |
+4
| New | +$213 | ﹤0.01% | 695 |
|
|
2021
Q3 | – | Sell |
-154,884
| Closed | -$10.1M | – | 85 |
|
|
2021
Q2 | $10.1M | Sell |
154,884
-896
| -0.6% | -$58.2K | 3.53% | 10 |
|
|
2021
Q1 | $10M | Sell |
155,780
-1,092
| -0.7% | -$70.3K | 3.75% | 9 |
|
|
2020
Q4 | $8.65M | Buy |
156,872
+8,188
| +6% | +$451K | 3.52% | 11 |
|
|
2020
Q3 | $7.39M | Buy |
+148,684
| New | +$7.39M | 3.49% | 11 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 479 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 476 |
|