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Charter Oak Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Charter Oak Capital Management’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,900
Closed -$252K – 175
2023
Q1 		$252K Hold
10,900
– – 0.04% 154
2022
Q4 		$244K Hold
10,900
– – 0.04% 150
2022
Q3 		$228K Buy
+10,900
New +$228K 0.04% 149