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Teamwork Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Teamwork Financial Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,856
Closed -$598K – 230
2022
Q1 		$598K Buy
8,856
+44
+0.5% +$2.89K 0.11% 155
2021
Q4 		$609K Sell
8,812
-1,624
-16% -$109K 0.11% 173
2021
Q3 		$634K Sell
10,436
-20,096
-66% -$1.27M 0.13% 132
2021
Q2 		$1.98M Buy
30,532
+2,908
+11% +$194K 0.41% 47
2021
Q1 		$1.78M Sell
27,624
-3,628
-12% -$213K 0.42% 42
2020
Q4 		$1.72M Buy
31,252
+3,524
+13% +$188K 0.41% 39
2020
Q3 		$1.38M Buy
27,728
+20,404
+279% +$954K 0.43% 45
2020
Q2 		$298K Buy
+7,324
New +$278K 0.11% 143

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MMA
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AC
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SSA
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