Ashford Capital Management’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
Q2 | – | Sell |
-44,043
| Closed | -$1.31M | – | 101 |
|
|
2019
Q1 | $1.31M | Sell |
44,043
-26,173
| -37% | -$778K | 0.19% | 60 |
|
|
2018
Q4 | $1.85M | Sell |
70,216
-37,506
| -35% | -$988K | 0.3% | 52 |
|
|
2018
Q3 | $3.2M | Buy |
107,722
+268
| +0.2% | +$7.97K | 0.39% | 50 |
|
|
2018
Q2 | $2.96M | Buy |
107,454
+34,164
| +47% | +$942K | 0.39% | 46 |
|
|
2018
Q1 | $1.98M | Buy |
73,290
+45,842
| +167% | +$1.24M | 0.3% | 51 |
|
|
2017
Q4 | $807K | Buy |
+27,448
| New | +$807K | 0.13% | 67 |
|