WAS
IYT icon

Winch Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

Winch Advisory Services’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-25,620
Closed -$1M – 320
2015
Q1 		$1M Sell
25,620
-227,576
-90% -$9.13M 0.58% 40
2014
Q4 		$10.4M Buy
253,196
+210,712
+496% +$8.28M 5.65% 4
2014
Q3 		$1.6M Sell
42,484
-10,720
-20% -$402K 1.03% 31
2014
Q2 		$1.96M Buy
53,204
+14,756
+38% +$519K 1.15% 27
2014
Q1 		$1.3M Buy
+38,448
New +$1.27M 0.82% 30

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