Creative Planning’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
Q3 | – | Sell |
-874
| Closed | -$28K | – | 2746 |
|
|
2017
Q2 | $28K | Buy |
874
+374
| +75% | +$12K | ﹤0.01% | 2907 |
|
|
2017
Q1 | $16K | Sell |
500
-395
| -44% | -$12.6K | ﹤0.01% | 3241 |
|
|
2016
Q4 | $31K | Buy |
895
+395
| +79% | +$13.7K | ﹤0.01% | 2734 |
|
|
2016
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 3162 |
|
|
2016
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 2874 |
|
|
2016
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 2936 |
|
|
2015
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 3032 |
|
|
2015
Q3 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 2966 |
|
|
2015
Q2 | – | Sell |
-1,672
| Closed | -$51K | – | 1979 |
|
|
2015
Q1 | $51K | Buy |
1,672
+448
| +37% | +$13.7K | ﹤0.01% | 2008 |
|
|
2014
Q4 | $36K | Buy |
1,224
+41
| +3% | +$1.21K | ﹤0.01% | 2193 |
|
|
2014
Q3 | $35K | Sell |
1,183
-278
| -19% | -$8.23K | ﹤0.01% | 2143 |
|
|
2014
Q2 | $44K | Buy |
1,461
+231
| +19% | +$6.96K | ﹤0.01% | 1924 |
|
|
2014
Q1 | $37K | Buy |
1,230
+47
| +4% | +$1.41K | ﹤0.01% | 1978 |
|
|
2013
Q4 | $35K | Sell |
1,183
-250
| -17% | -$7.4K | ﹤0.01% | 1826 |
|
|
2013
Q3 | $40K | Buy |
1,433
+600
| +72% | +$16.7K | ﹤0.01% | 1649 |
|
|
2013
Q2 | $22K | Buy |
+833
| New | +$22K | ﹤0.01% | 1869 |
|