Advisors Preferred’s iShares US Telecommunications ETF IYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,448
| Closed | -$144K | – | 222 |
|
|
2018
Q4 | $144K | Buy |
5,448
+4,683
| +612% | +$124K | 0.17% | 61 |
|
|
2018
Q3 | $23K | Buy |
+765
| New | +$23K | 0.01% | 176 |
|
|
2017
Q1 | – | Sell |
-5,974
| Closed | -$206K | – | 243 |
|
|
2016
Q4 | $206K | Buy |
+5,974
| New | +$206K | 0.11% | 83 |
|
|
2016
Q3 | – | Sell |
-152,082
| Closed | -$5.06M | – | 227 |
|
|
2016
Q2 | $5.06M | Sell |
152,082
-187,535
| -55% | -$6.24M | 2.94% | 9 |
|
|
2016
Q1 | $10.4M | Buy |
+339,617
| New | +$10.4M | 5.18% | 6 |
|
|
2015
Q4 | – | Sell |
-407
| Closed | -$11K | – | 230 |
|
|
2015
Q3 | $11K | Buy |
+407
| New | +$11K | 0.01% | 148 |
|
|
2015
Q2 | – | Sell |
-1,775
| Closed | -$53.6K | – | 251 |
|
|
2015
Q1 | $53.6K | Buy |
+1,775
| New | +$53.6K | 0.03% | 127 |
|
|
2014
Q2 | – | Sell |
-30,436
| Closed | -$912K | – | 395 |
|
|
2014
Q1 | $912K | Buy |
30,436
+596
| +2% | +$17.9K | 0.42% | 72 |
|
|
2013
Q4 | $887K | Buy |
+29,840
| New | +$887K | 0.49% | 51 |
|