WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-80
| Closed | -$3.27K | – | 307 |
|
|
2017
Q1 | $3.27K | Buy |
+80
| New | +$3.27K | 0.01% | 381 |
|
|
2016
Q3 | $2.9K | Sell |
80
-80
| -50% | -$2.9K | ﹤0.01% | 805 |
|
|
2016
Q2 | $2.69K | Buy |
+160
| New | +$2.69K | ﹤0.01% | 2178 |
|
|
2015
Q4 | $54K | Buy |
+4,640
| New | +$54K | 0.01% | 599 |
|
|
2015
Q2 | $2.57M | Buy |
70,980
+53,772
| +312% | +$1.95M | 1.13% | 15 |
|
|
2015
Q1 | $673K | Buy |
+17,208
| New | +$673K | 0.31% | 60 |
|