C.M. Bidwell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,080
| Closed | -$92K | – | 406 |
|
|
2019
Q4 | $92K | Hold |
3,080
| – | – | 0.08% | 161 |
|
|
2019
Q3 | $90K | Buy |
3,080
+1,225
| +66% | +$35.8K | 0.09% | 186 |
|
|
2019
Q2 | $55K | Hold |
1,855
| – | – | 0.05% | 232 |
|
|
2019
Q1 | $55K | Hold |
1,855
| – | – | 0.05% | 241 |
|
|
2018
Q4 | $49K | Buy |
1,855
+520
| +39% | +$13.7K | 0.05% | 242 |
|
|
2018
Q3 | $40K | Hold |
1,335
| – | – | 0.04% | 245 |
|
|
2018
Q2 | $37K | Hold |
1,335
| – | – | 0.03% | 265 |
|
|
2018
Q1 | $36K | Buy |
1,335
+400
| +43% | +$10.8K | 0.03% | 260 |
|
|
2017
Q4 | $27K | Sell |
935
-7,200
| -89% | -$208K | 0.02% | 277 |
|
|
2017
Q3 | $247K | Sell |
8,135
-1,345
| -14% | -$40.8K | 0.38% | 105 |
|
|
2017
Q2 | $306K | Buy |
+9,480
| New | +$306K | 0.07% | 118 |
|