Northwest Financial Advisors’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
Q4
Sell
-2,300
Closed -$158K 332
2024
Q3
$158K Buy
+2,300
New +$158K 0.13% 119
2024
Q1
Sell
-2,300
Closed -$151K 309
2023
Q4
$151K Buy
+2,300
New +$151K 0.13% 107