Blue Chip 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
2023
Q4
Sell
-5,972
Closed -$127K 186
2023
Q3
$127K Hold
5,972
0.02% 161
2023
Q2
$132K Sell
5,972
-983
-14% -$21.7K 0.02% 171
2023
Q1
$161K Sell
6,955
-17,301
-71% -$401K 0.02% 149
2022
Q4
$544K Buy
+24,256
New +$544K 0.07% 92