WWM
Willingdon Wealth Management’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-87
| Closed | -$14K | – | 377 |
|
|
2018
Q4 | $14K | Hold |
87
| – | – | ﹤0.01% | 252 |
|
|
2018
Q3 | $18K | Hold |
87
| – | – | ﹤0.01% | 270 |
|
|
2018
Q2 | $16K | Hold |
87
| – | – | ﹤0.01% | 247 |
|
|
2018
Q1 | $16K | Hold |
87
| – | – | 0.01% | 232 |
|
|
2017
Q4 | $17K | Hold |
87
| – | – | 0.01% | 206 |
|
|
2017
Q3 | $16K | Buy |
+87
| New | +$16K | 0.01% | 201 |
|