SWA
SFMG Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-140,663
| Closed | -$24.2M | – | 130 |
|
|
2017
Q2 | $24.2M | Sell |
140,663
-3,449
| -2% | -$593K | 5.02% | 9 |
|
|
2017
Q1 | $23.6M | Sell |
144,112
-1,503
| -1% | -$246K | 4.78% | 10 |
|
|
2016
Q4 | $23.7M | Buy |
+145,615
| New | +$23.7M | 5.05% | 9 |
|