Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-25,620
| Closed | -$1M | – | 320 |
|
|
2015
Q1 | $1M | Sell |
25,620
-227,576
| -90% | -$8.91M | 0.58% | 40 |
|
|
2014
Q4 | $10.4M | Buy |
253,196
+210,712
| +496% | +$8.64M | 5.65% | 4 |
|
|
2014
Q3 | $1.6M | Sell |
42,484
-10,720
| -20% | -$404K | 1.03% | 31 |
|
|
2014
Q2 | $1.96M | Buy |
53,204
+14,756
| +38% | +$542K | 1.15% | 27 |
|
|
2014
Q1 | $1.3M | Buy |
+38,448
| New | +$1.3M | 0.82% | 30 |
|