Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,670
| Closed | -$528K | – | 284 |
|
|
2022
Q1 | $528K | Sell |
17,670
-808
| -4% | -$24.1K | 0.09% | 172 |
|
|
2021
Q4 | $608K | Buy |
18,478
+117
| +0.6% | +$3.85K | 0.11% | 155 |
|
|
2021
Q3 | $596K | Buy |
18,361
+130
| +0.7% | +$4.22K | 0.12% | 144 |
|
|
2021
Q2 | $606K | Buy |
18,231
+167
| +0.9% | +$5.55K | 0.13% | 143 |
|
|
2021
Q1 | $584K | Buy |
18,064
+1,617
| +10% | +$52.3K | 0.15% | 128 |
|
|
2020
Q4 | $497K | Sell |
16,447
-2,306
| -12% | -$69.7K | 0.77% | 38 |
|
|
2020
Q3 | $510K | Buy |
18,753
+681
| +4% | +$18.5K | 0.18% | 109 |
|
|
2020
Q2 | $498K | Sell |
18,072
-30,411
| -63% | -$838K | 1% | 27 |
|
|
2020
Q1 | $1.21M | Sell |
48,483
-794
| -2% | -$19.7K | 0.59% | 45 |
|
|
2019
Q4 | $1.47M | Sell |
49,277
-4,480
| -8% | -$134K | 0.58% | 48 |
|
|
2019
Q3 | $1.59M | Sell |
53,757
-1,146
| -2% | -$33.9K | 0.66% | 51 |
|
|
2019
Q2 | $1.67M | Buy |
54,903
+1,315
| +2% | +$39.9K | 0.72% | 47 |
|
|
2019
Q1 | $1.59M | Buy |
+53,588
| New | +$1.59M | 0.74% | 46 |
|