Cumberland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-482,160
| Closed | -$12M | – | 66 |
|
|
2020
Q1 | $12M | Sell |
482,160
-12,560
| -3% | -$312K | 4.88% | 8 |
|
|
2019
Q4 | $14.8M | Buy |
494,720
+45,070
| +10% | +$1.35M | 5.09% | 6 |
|
|
2019
Q3 | $13.1M | Buy |
449,650
+256,480
| +133% | +$7.49M | 3.71% | 9 |
|
|
2019
Q2 | $5.69M | Buy |
+193,170
| New | +$5.69M | 1.92% | 17 |
|
|
2014
Q3 | – | Sell |
-104,490
| Closed | -$3.17M | – | 74 |
|
|
2014
Q2 | $3.17M | Sell |
104,490
-3,550
| -3% | -$108K | 2.02% | 21 |
|
|
2014
Q1 | $3.24M | Buy |
+108,040
| New | +$3.24M | 1.86% | 20 |
|