WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$81K | – | 1572 |
|
|
2016
Q4 | $81K | Buy |
+2,000
| New | +$81K | 0.02% | 587 |
|
|
2015
Q1 | – | Sell |
-2,640
| Closed | -$108K | – | 1904 |
|
|
2014
Q4 | $108K | Buy |
2,640
+120
| +5% | +$4.91K | 0.02% | 612 |
|
|
2014
Q3 | $95K | Hold |
2,520
| – | – | 0.02% | 686 |
|
|
2014
Q2 | $93K | Buy |
2,520
+504
| +25% | +$18.6K | 0.02% | 682 |
|
|
2014
Q1 | $68K | Buy |
2,016
+1,288
| +177% | +$43.4K | 0.01% | 781 |
|
|
2013
Q4 | $24K | Buy |
728
+328
| +82% | +$10.8K | ﹤0.01% | 1271 |
|
|
2013
Q3 | $12K | Sell |
400
-436
| -52% | -$13.1K | ﹤0.01% | 1460 |
|
|
2013
Q2 | $23K | Buy |
+836
| New | +$23K | ﹤0.01% | 1163 |
|