Stonebridge Financial Planning Group’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
Q1 | – | Sell |
-540
| Closed | -$34K | – | 244 |
|
|
2021
Q4 | $34K | Hold |
540
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $37K | Hold |
540
| – | – | 0.02% | 242 |
|
|
2021
Q2 | $35K | Hold |
540
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $36K | Hold |
540
| – | – | 0.02% | 240 |
|
|
2020
Q4 | $30K | Hold |
540
| – | – | 0.02% | 234 |
|
|
2020
Q3 | $28K | Sell |
540
-336
| -38% | -$17.4K | 0.02% | 231 |
|
|
2020
Q2 | $36K | Sell |
876
-400
| -31% | -$16.4K | 0.03% | 206 |
|
|
2020
Q1 | $46K | Sell |
1,276
-60
| -4% | -$2.16K | 0.05% | 175 |
|
|
2019
Q4 | $65K | Buy |
+1,336
| New | +$65K | 0.06% | 158 |
|