Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4264 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5401 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5387 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5418 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5421 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5366 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5274 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5182 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5012 |
|
|
2022
Q4 | – | Sell |
-1,771
| Closed | -$37K | – | 4992 |
|
|
2022
Q3 | $37K | Buy |
1,771
+8
| +0.5% | +$167 | ﹤0.01% | 1072 |
|
|
2022
Q2 | $44K | Buy |
1,763
+11
| +0.6% | +$275 | ﹤0.01% | 1144 |
|
|
2022
Q1 | $52K | Buy |
1,752
+9
| +0.5% | +$267 | ﹤0.01% | 1125 |
|
|
2021
Q4 | $57K | Sell |
1,743
-290
| -14% | -$9.48K | ﹤0.01% | 1231 |
|
|
2021
Q3 | $66K | Buy |
2,033
+310
| +18% | +$10.1K | ﹤0.01% | 1189 |
|
|
2021
Q2 | $57K | Buy |
1,723
+10
| +0.6% | +$331 | ﹤0.01% | 1242 |
|
|
2021
Q1 | $55K | Buy |
1,713
+13
| +0.8% | +$417 | ﹤0.01% | 1184 |
|
|
2020
Q4 | $51K | Buy |
+1,700
| New | +$51K | ﹤0.01% | 1144 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4114 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4005 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4008 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3956 |
|
|
2019
Q3 | – | Sell |
-183
| Closed | -$5K | – | 3727 |
|
|
2019
Q2 | $5K | Sell |
183
-17,429
| -99% | -$476K | ﹤0.01% | 1731 |
|
|
2019
Q1 | $523K | Sell |
17,612
-14,178
| -45% | -$421K | 0.05% | 257 |
|
|
2018
Q4 | $837K | Buy |
+31,790
| New | +$837K | 0.1% | 179 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3465 |
|