WSTAM
Wilbanks Smith & Thomas Asset Management’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,344
| Closed | -$250K | – | 1616 |
|
|
2018
Q2 | $250K | Buy |
+1,344
| New | +$250K | 0.02% | 300 |
|
|
2015
Q2 | – | Sell |
-11,560
| Closed | -$1.81M | – | 315 |
|
|
2015
Q1 | $1.81M | Buy |
+11,560
| New | +$1.81M | 0.18% | 86 |
|
|
2013
Q4 | – | Sell |
-4,426
| Closed | -$521K | – | 290 |
|
|
2013
Q3 | $521K | Buy |
+4,426
| New | +$521K | 0.07% | 162 |
|