Teamwork Financial Advisors’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
Q2
Sell
-8,856
Closed -$598K 230
2022
Q1
$598K Buy
8,856
+44
+0.5% +$2.97K 0.11% 155
2021
Q4
$609K Sell
8,812
-1,624
-16% -$112K 0.11% 173
2021
Q3
$634K Sell
10,436
-20,096
-66% -$1.22M 0.13% 131
2021
Q2
$1.98M Buy
30,532
+2,908
+11% +$189K 0.41% 47
2021
Q1
$1.78M Sell
27,624
-3,628
-12% -$234K 0.42% 42
2020
Q4
$1.72M Buy
31,252
+3,524
+13% +$194K 0.41% 39
2020
Q3
$1.38M Buy
27,728
+20,404
+279% +$1.01M 0.43% 45
2020
Q2
$298K Buy
+7,324
New +$298K 0.11% 143