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PRW Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

PRW Wealth Management’s Portfolio IYT Stock Details IYT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,220
Closed -$317K – 196
2021
Q2 		$317K Buy
+1,220
New +$317K 0.09% 208
2019
Q1 		– Sell
-150
Closed -$25K – 739
2018
Q4 		$25K Buy
+150
New +$25K 0.03% 213