Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,480
| Closed | -$353K | – | 212 |
|
|
2021
Q1 | $353K | Sell |
5,480
-1,600
| -23% | -$103K | 0.03% | 297 |
|
|
2020
Q4 | $390K | Hold |
7,080
| – | – | 0.04% | 268 |
|
|
2020
Q3 | $352K | Sell |
7,080
-240
| -3% | -$11.9K | 0.04% | 265 |
|
|
2020
Q2 | $298K | Buy |
+7,320
| New | +$298K | 0.04% | 272 |
|
|
2020
Q1 | – | Sell |
-5,248
| Closed | -$257K | – | 326 |
|
|
2019
Q4 | $257K | Hold |
5,248
| – | – | 0.03% | 307 |
|
|
2019
Q3 | $255K | Hold |
5,248
| – | – | 0.03% | 300 |
|
|
2019
Q2 | $247K | Hold |
5,248
| – | – | 0.03% | 305 |
|
|
2019
Q1 | $246K | Hold |
5,248
| – | – | 0.03% | 302 |
|
|
2018
Q4 | $234K | Sell |
5,248
-400
| -7% | -$17.8K | 0.03% | 298 |
|
|
2018
Q3 | $289K | Buy |
+5,648
| New | +$289K | 0.04% | 294 |
|