TFA
Tobias Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,120
| Closed | -$302K | – | 87 |
|
|
2022
Q1 | $302K | Buy |
+1,120
| New | +$302K | 0.1% | 61 |
|
|
2021
Q4 | – | Sell |
-43,260
| Closed | -$10.5M | – | 95 |
|
|
2021
Q3 | $10.5M | Buy |
43,260
+3,837
| +10% | +$933K | 3.93% | 9 |
|
|
2021
Q2 | $10.2M | Sell |
39,423
-2,289
| -5% | -$595K | 4.06% | 9 |
|
|
2021
Q1 | $10.7M | Sell |
41,712
-107
| -0.3% | -$27.6K | 4.56% | 6 |
|
|
2020
Q4 | $9.22M | Buy |
41,819
+837
| +2% | +$185K | 4.22% | 7 |
|
|
2020
Q3 | $8.15M | Buy |
40,982
+320
| +0.8% | +$63.7K | 4.47% | 6 |
|
|
2020
Q2 | $6.61M | Buy |
+40,662
| New | +$6.61M | 3.88% | 6 |
|