Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-60
| Closed | -$3.42K | – | 707 |
|
|
2023
Q1 | $3.42K | Hold |
60
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $3.2K | Hold |
60
| – | – | ﹤0.01% | 629 |
|
|
2022
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 585 |
|
|
2021
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 613 |
|
|
2021
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 624 |
|
|
2021
Q2 | $4K | Sell |
60
-23,332
| -100% | -$1.56M | ﹤0.01% | 615 |
|
|
2021
Q1 | $4 | Buy |
23,392
+23,332
| +38,887% | +$4 | ﹤0.01% | 607 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 599 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 575 |
|
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 596 |
|