Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-833
| Closed | -$18.7K | – | 3796 |
|
|
2022
Q4 | $18.7K | Buy |
+833
| New | +$18.7K | ﹤0.01% | 2235 |
|
|
2021
Q2 | – | Sell |
-9,334
| Closed | -$302K | – | 1161 |
|
|
2021
Q1 | $302K | Buy |
+9,334
| New | +$302K | 0.03% | 599 |
|
|
2018
Q4 | – | Sell |
-4,124
| Closed | -$123K | – | 567 |
|
|
2018
Q3 | $123K | Buy |
+4,124
| New | +$123K | 0.02% | 587 |
|