Commonwealth Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $59K | Sell |
1,792
-90,804
| -98% | -$2.99M | 0.06% | 92 |
|
|
2016
Q4 | $3.26M | Buy |
92,596
+89,531
| +2,921% | +$3.15M | 3.21% | 9 |
|
|
2016
Q3 | $99K | Sell |
3,065
-7,188
| -70% | -$232K | 0.09% | 67 |
|
|
2016
Q2 | $341K | Buy |
+10,253
| New | +$341K | 0.4% | 31 |
|
|
2015
Q4 | – | Sell |
-3,112
| Closed | -$84K | – | 242 |
|
|
2015
Q3 | $84K | Sell |
3,112
-1,117
| -26% | -$30.2K | 0.1% | 67 |
|
|
2015
Q2 | $124K | Buy |
4,229
+3,112
| +279% | +$91.2K | 0.13% | 58 |
|
|
2015
Q1 | $34K | Hold |
1,117
| – | – | 0.03% | 111 |
|
|
2014
Q4 | $33K | Buy |
+1,117
| New | +$33K | 0.03% | 99 |
|