Sunbelt Securities’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
Q3 | – | Sell |
-8
| Closed | -$500 | – | 1803 |
|
|
2023
Q2 | $500 | Hold |
8
| – | – | ﹤0.01% | 1583 |
|
|
2023
Q1 | $447 | Buy |
+8
| New | +$447 | ﹤0.01% | 1555 |
|
|
2022
Q2 | – | Sell |
-5,944
| Closed | -$408K | – | 469 |
|
|
2022
Q1 | $408K | Hold |
5,944
| – | – | 0.07% | 294 |
|
|
2021
Q4 | $394K | Sell |
5,944
-2,260
| -28% | -$150K | 0.06% | 312 |
|
|
2021
Q3 | $519K | Hold |
8,204
| – | – | 0.09% | 247 |
|
|
2021
Q2 | $519K | Buy |
8,204
+1,204
| +17% | +$76.2K | 0.09% | 247 |
|
|
2021
Q1 | $451K | Buy |
7,000
+104
| +2% | +$6.7K | 0.09% | 252 |
|
|
2020
Q4 | $380K | Buy |
6,896
+48
| +0.7% | +$2.65K | 0.08% | 272 |
|
|
2020
Q3 | $341K | Buy |
+6,848
| New | +$341K | 0.09% | 241 |
|