Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-156
| Closed | -$7K | – | 1251 |
|
|
2019
Q1 | $7K | Sell |
156
-44
| -22% | -$1.97K | ﹤0.01% | 1678 |
|
|
2018
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1555 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1519 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1582 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1613 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1586 |
|
|
2017
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1613 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1572 |
|
|
2017
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 1401 |
|
|
2016
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1290 |
|
|
2016
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1325 |
|
|
2016
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 1269 |
|
|
2016
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 1254 |
|
|
2015
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1272 |
|