Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,067
| Closed | -$43K | – | 646 |
|
|
2022
Q3 | $43K | Hold |
2,067
| – | – | 0.03% | 181 |
|
|
2022
Q2 | $52K | Hold |
2,067
| – | – | 0.04% | 184 |
|
|
2022
Q1 | $62K | Hold |
2,067
| – | – | 0.04% | 179 |
|
|
2021
Q4 | $68K | Sell |
2,067
-1
| -0% | -$33 | 0.04% | 205 |
|
|
2021
Q3 | $67K | Buy |
2,068
+1
| +0% | +$32 | 0.04% | 208 |
|
|
2021
Q2 | $69K | Buy |
2,067
+12
| +0.6% | +$401 | 0.04% | 211 |
|
|
2021
Q1 | $66K | Buy |
2,055
+16
| +0.8% | +$514 | 0.04% | 202 |
|
|
2020
Q4 | $62K | Buy |
+2,039
| New | +$62K | 0.04% | 179 |
|