Dakota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,551
| Closed | -$251K | – | 739 |
|
|
2024
Q2 | $251K | Sell |
11,551
-547,422
| -98% | -$11.9M | 0.01% | 614 |
|
|
2024
Q1 | $12.3M | Buy |
558,973
+69,402
| +14% | +$1.53M | 0.31% | 74 |
|
|
2023
Q4 | $11.1M | Buy |
489,571
+87,786
| +22% | +$2M | 0.43% | 62 |
|
|
2023
Q3 | $8.56M | Buy |
401,785
+24,842
| +7% | +$529K | 0.38% | 74 |
|
|
2023
Q2 | $8.33M | Buy |
376,943
+23,967
| +7% | +$530K | 0.39% | 69 |
|
|
2023
Q1 | $8.17M | Buy |
+352,976
| New | +$8.17M | 0.55% | 46 |
|