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 |
|