Sheets Smith Wealth Management’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,708
| Closed | -$219K | – | 341 |
|
|
2018
Q2 | $219K | Sell |
4,708
-592
| -11% | -$27.5K | 0.05% | 293 |
|
|
2018
Q1 | $248K | Hold |
5,300
| – | – | 0.06% | 278 |
|
|
2017
Q4 | $254K | Buy |
5,300
+332
| +7% | +$15.9K | 0.06% | 287 |
|
|
2017
Q3 | $222K | Hold |
4,968
| – | – | 0.06% | 290 |
|
|
2017
Q2 | $214K | Hold |
4,968
| – | – | 0.06% | 280 |
|
|
2017
Q1 | $204K | Hold |
4,968
| – | – | 0.05% | 275 |
|
|
2016
Q4 | $202K | Buy |
+4,968
| New | +$202K | 0.06% | 262 |
|