BKS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-38,624
| Closed | -$1.19M | – | 183 |
|
|
2016
Q1 | $1.19M | Sell |
38,624
-183
| -0.5% | -$5.62K | 0.62% | 56 |
|
|
2015
Q4 | $1.12M | Sell |
38,807
-3,598
| -8% | -$104K | 0.57% | 55 |
|
|
2015
Q3 | $1.15M | Sell |
42,405
-658
| -2% | -$17.8K | 0.64% | 47 |
|
|
2015
Q2 | $1.26M | Sell |
43,063
-186
| -0.4% | -$5.45K | 0.6% | 47 |
|
|
2015
Q1 | $1.31M | Buy |
+43,249
| New | +$1.31M | 0.62% | 48 |
|