Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-400
| Closed | -$27K | – | 1023 |
|
|
2022
Q1 | $27K | Hold |
400
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $28K | Hold |
400
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $24K | Buy |
+400
| New | +$24K | 0.01% | 345 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$26K | – | 999 |
|
|
2021
Q1 | $26K | Sell |
400
-1,980
| -83% | -$129K | 0.01% | 320 |
|
|
2020
Q4 | $131K | Buy |
+2,380
| New | +$131K | 0.04% | 152 |
|