Realta Investment 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
Q3 | – | Sell |
-60
| Closed | -$3.93K | – | 563 |
|
|
2024
Q2 | $3.93K | Hold |
60
| – | – | ﹤0.01% | 735 |
|
|
2024
Q1 | $4.22K | Buy |
+60
| New | +$4.22K | ﹤0.01% | 752 |
|
|
2023
Q4 | – | Sell |
-60
| Closed | -$3.75K | – | 629 |
|
|
2023
Q3 | $3.75K | Hold |
60
| – | – | ﹤0.01% | 731 |
|
|
2023
Q2 | $3.75K | Buy |
+60
| New | +$3.75K | ﹤0.01% | 773 |
|
|
2023
Q1 | – | Sell |
-60
| Closed | -$3.2K | – | 637 |
|
|
2022
Q4 | $3.2K | Hold |
60
| – | – | ﹤0.01% | 791 |
|
|
2022
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 774 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$10K | – | 871 |
|
|
2019
Q4 | $10K | Sell |
200
-200
| -50% | -$10K | ﹤0.01% | 1131 |
|
|
2019
Q3 | $18K | Buy |
400
+200
| +100% | +$9K | ﹤0.01% | 948 |
|
|
2019
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1171 |
|
|
2019
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 931 |
|