Axxcess Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,323
Closed -$303K 897
2023
Q4
$303K Buy
13,323
+1,705
+15% +$38.8K 0.01% 638
2023
Q3
$247K Buy
+11,618
New +$247K 0.01% 654