Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-692
| Closed | -$18K | – | 167 |
|
|
2022
Q2 | $18K | Hold |
692
| – | – | 0.01% | 175 |
|
|
2022
Q1 | $21K | Sell |
692
-32,634
| -98% | -$990K | 0.01% | 298 |
|
|
2021
Q4 | $3.83M | Buy |
33,326
+32,366
| +3,371% | +$3.72M | 1.66% | 13 |
|
|
2021
Q3 | $31K | Hold |
960
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $32K | Hold |
960
| – | – | 0.01% | 292 |
|
|
2021
Q1 | $31K | Sell |
960
-1,823
| -66% | -$58.9K | 0.01% | 276 |
|
|
2020
Q4 | $84K | Sell |
2,783
-249
| -8% | -$7.52K | 0.04% | 222 |
|
|
2020
Q3 | $82K | Hold |
3,032
| – | – | 0.04% | 183 |
|
|
2020
Q2 | $84K | Sell |
3,032
-251
| -8% | -$6.95K | 0.05% | 180 |
|
|
2020
Q1 | $80K | Sell |
3,283
-6,628
| -67% | -$162K | 0.1% | 96 |
|
|
2019
Q4 | $297K | Sell |
9,911
-713
| -7% | -$21.4K | 0.16% | 79 |
|
|
2019
Q3 | $311K | Sell |
10,624
-390
| -4% | -$11.4K | 0.21% | 56 |
|
|
2019
Q2 | $325K | Sell |
11,014
-6,498
| -37% | -$192K | 0.22% | 55 |
|
|
2019
Q1 | $518K | Sell |
17,512
-3,059
| -15% | -$90.5K | 0.37% | 42 |
|
|
2018
Q4 | $542K | Sell |
20,571
-1,222
| -6% | -$32.2K | 0.42% | 39 |
|
|
2018
Q3 | $649K | Buy |
21,793
+1,215
| +6% | +$36.2K | 0.43% | 43 |
|
|
2018
Q2 | $569K | Buy |
20,578
+7,235
| +54% | +$200K | 0.41% | 39 |
|
|
2018
Q1 | $362K | Buy |
+13,343
| New | +$362K | 0.26% | 52 |
|