RPg Family Wealth Advisory’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
Q3 | – | Sell |
-4,096
| Closed | -$218K | – | 95 |
|
|
2022
Q2 | $218K | Sell |
4,096
-5,148
| -56% | -$274K | 0.13% | 74 |
|
|
2022
Q1 | $624K | Buy |
9,244
+2,872
| +45% | +$194K | 0.27% | 64 |
|
|
2021
Q4 | $440K | Sell |
6,372
-524
| -8% | -$36.2K | 0.17% | 84 |
|
|
2021
Q3 | $419K | Buy |
6,896
+336
| +5% | +$20.4K | 0.18% | 90 |
|
|
2021
Q2 | $426K | Buy |
+6,560
| New | +$426K | 0.17% | 93 |
|
|
2020
Q4 | $203K | Buy |
+3,684
| New | +$203K | 0.1% | 117 |
|