WealthSource Partners’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,800
| Closed | -$683K | – | 368 |
|
|
2020
Q2 | $683K | Buy |
+16,800
| New | +$683K | 0.1% | 147 |
|
|
2020
Q1 | – | Sell |
-4,252
| Closed | -$208K | – | 386 |
|
|
2019
Q4 | $208K | Buy |
+4,252
| New | +$208K | 0.03% | 390 |
|
|
2019
Q3 | – | Sell |
-4,252
| Closed | -$200K | – | 447 |
|
|
2019
Q2 | $200K | Buy |
+4,252
| New | +$200K | 0.03% | 426 |
|