Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,729
| Closed | -$346K | – | 734 |
|
|
2016
Q3 | $346K | Sell |
10,729
-2,326
| -18% | -$75K | 0.04% | 451 |
|
|
2016
Q2 | $436K | Buy |
13,055
+733
| +6% | +$24.5K | 0.06% | 372 |
|
|
2016
Q1 | $383K | Sell |
12,322
-58
| -0.5% | -$1.8K | 0.05% | 403 |
|
|
2015
Q4 | $352K | Buy |
12,380
+741
| +6% | +$21.1K | 0.05% | 432 |
|
|
2015
Q3 | $313K | Buy |
+11,639
| New | +$313K | 0.04% | 465 |
|