Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7K | Hold |
314
| – | – | ﹤0.01% | 1794 |
|
|
2024
Q1 | $7K | Hold |
314
| – | – | ﹤0.01% | 1779 |
|
|
2023
Q4 | $7K | Hold |
314
| – | – | ﹤0.01% | 1760 |
|
|
2023
Q3 | $7K | Sell |
314
-381
| -55% | -$8.49K | ﹤0.01% | 1475 |
|
|
2023
Q2 | $15K | Sell |
695
-1,371
| -66% | -$29.6K | ﹤0.01% | 1334 |
|
|
2023
Q1 | $48K | Hold |
2,066
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q4 | $46K | Sell |
2,066
-656
| -24% | -$14.6K | ﹤0.01% | 1100 |
|
|
2022
Q3 | $57K | Buy |
2,722
+2,408
| +767% | +$50.4K | ﹤0.01% | 1021 |
|
|
2022
Q2 | $8K | Hold |
314
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q1 | $9K | Sell |
314
-2,800
| -90% | -$80.3K | ﹤0.01% | 1390 |
|
|
2021
Q4 | $102K | Buy |
3,114
+2,800
| +892% | +$91.7K | ﹤0.01% | 872 |
|
|
2021
Q3 | $10K | Sell |
314
-369
| -54% | -$11.8K | ﹤0.01% | 1377 |
|
|
2021
Q2 | $23K | Buy |
683
+3
| +0.4% | +$101 | ﹤0.01% | 1195 |
|
|
2021
Q1 | $22K | Buy |
680
+2
| +0.3% | +$65 | ﹤0.01% | 1183 |
|
|
2020
Q4 | $20K | Buy |
678
+3
| +0.4% | +$88 | ﹤0.01% | 1146 |
|
|
2020
Q3 | $18K | Buy |
675
+2
| +0.3% | +$53 | ﹤0.01% | 1145 |
|
|
2020
Q2 | $19K | Buy |
673
+2
| +0.3% | +$56 | ﹤0.01% | 1146 |
|
|
2020
Q1 | $17K | Sell |
671
-120
| -15% | -$3.04K | ﹤0.01% | 1124 |
|
|
2019
Q4 | $24K | Buy |
791
+2
| +0.3% | +$61 | ﹤0.01% | 1177 |
|
|
2019
Q3 | $23K | Sell |
789
-73
| -8% | -$2.13K | ﹤0.01% | 1151 |
|
|
2019
Q2 | $25K | Buy |
862
+201
| +30% | +$5.83K | ﹤0.01% | 1128 |
|
|
2019
Q1 | $20K | Sell |
661
-206
| -24% | -$6.23K | ﹤0.01% | 1135 |
|
|
2018
Q4 | $23K | Buy |
867
+178
| +26% | +$4.72K | ﹤0.01% | 1055 |
|
|
2018
Q3 | $21K | Buy |
689
+2
| +0.3% | +$61 | ﹤0.01% | 1095 |
|
|
2018
Q2 | $19K | Sell |
687
-150
| -18% | -$4.15K | ﹤0.01% | 1106 |
|
|
2018
Q1 | $23K | Buy |
837
+3
| +0.4% | +$82 | ﹤0.01% | 1033 |
|
|
2017
Q4 | $25K | Buy |
834
+7
| +0.8% | +$210 | ﹤0.01% | 951 |
|
|
2017
Q3 | $25K | Buy |
827
+2
| +0.2% | +$60 | ﹤0.01% | 907 |
|
|
2017
Q2 | $27K | Buy |
825
+153
| +23% | +$5.01K | ﹤0.01% | 838 |
|
|
2017
Q1 | $22K | Hold |
672
| – | – | ﹤0.01% | 835 |
|
|
2016
Q4 | $23K | Buy |
672
+5
| +0.7% | +$171 | ﹤0.01% | 756 |
|
|
2016
Q3 | $21K | Hold |
667
| – | – | ﹤0.01% | 702 |
|
|
2016
Q2 | $22K | Buy |
667
+4
| +0.6% | +$132 | ﹤0.01% | 650 |
|
|
2016
Q1 | $20K | Hold |
663
| – | – | ﹤0.01% | 675 |
|
|
2015
Q4 | $19K | Buy |
663
+2
| +0.3% | +$57 | ﹤0.01% | 708 |
|
|
2015
Q3 | $18K | Sell |
661
-145
| -18% | -$3.95K | ﹤0.01% | 745 |
|
|
2015
Q2 | $24K | Buy |
806
+2
| +0.2% | +$60 | ﹤0.01% | 745 |
|
|
2015
Q1 | $24K | Hold |
804
| – | – | 0.01% | 722 |
|
|
2014
Q4 | $24K | Hold |
804
| – | – | 0.01% | 637 |
|
|
2014
Q3 | $24K | Buy |
804
+148
| +23% | +$4.42K | 0.01% | 623 |
|
|
2014
Q2 | $20K | Buy |
656
+313
| +91% | +$9.54K | 0.01% | 609 |
|
|
2014
Q1 | $10K | Sell |
343
-22
| -6% | -$641 | ﹤0.01% | 687 |
|
|
2013
Q4 | $11K | Sell |
365
-101
| -22% | -$3.04K | ﹤0.01% | 640 |
|
|
2013
Q3 | $13K | Sell |
466
-17
| -4% | -$474 | ﹤0.01% | 565 |
|
|
2013
Q2 | $12K | Buy |
+483
| New | +$12K | ﹤0.01% | 541 |
|