DY
Dowling & Yahnke’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $734K | Sell |
35,131
-7,960
| -18% | -$166K | 0.03% | 246 |
|
|
2022
Q2 | $1.08M | Buy |
43,091
+3,674
| +9% | +$92.3K | 0.05% | 220 |
|
|
2022
Q1 | $1.18M | Buy |
39,417
+4,878
| +14% | +$146K | 0.05% | 216 |
|
|
2021
Q4 | $1.14M | Sell |
34,539
-715
| -2% | -$23.5K | 0.05% | 221 |
|
|
2021
Q3 | $1.14M | Sell |
35,254
-390
| -1% | -$12.7K | 0.06% | 208 |
|
|
2021
Q2 | $1.18M | Sell |
35,644
-365
| -1% | -$12.1K | 0.07% | 199 |
|
|
2021
Q1 | $1.16M | Hold |
36,009
| – | – | 0.08% | 195 |
|
|
2020
Q4 | $1.09M | Sell |
36,009
-500
| -1% | -$15.1K | 0.08% | 192 |
|
|
2020
Q3 | $993K | Sell |
36,509
-2,770
| -7% | -$75.3K | 0.08% | 187 |
|
|
2020
Q2 | $1.08M | Sell |
39,279
-19,773
| -33% | -$545K | 0.09% | 178 |
|
|
2020
Q1 | $1.47M | Sell |
59,052
-4,015
| -6% | -$99.7K | 0.14% | 151 |
|
|
2019
Q4 | $1.88M | Sell |
63,067
-1,670
| -3% | -$49.9K | 0.14% | 153 |
|
|
2019
Q3 | $1.89M | Sell |
64,737
-885
| -1% | -$25.8K | 0.16% | 144 |
|
|
2019
Q2 | $1.93M | Sell |
65,622
-1,150
| -2% | -$33.9K | 0.16% | 147 |
|
|
2019
Q1 | $1.99M | Buy |
66,772
+20,708
| +45% | +$616K | 0.19% | 124 |
|
|
2018
Q4 | $1.32M | Buy |
46,064
+1,642
| +4% | +$47.2K | 0.14% | 148 |
|
|
2018
Q3 | $1.32M | Sell |
44,422
-1,210
| -3% | -$36K | 0.12% | 177 |
|
|
2018
Q2 | $1.26M | Sell |
45,632
-805
| -2% | -$22.2K | 0.12% | 177 |
|
|
2018
Q1 | $1.26M | Buy |
46,437
+700
| +2% | +$18.9K | 0.12% | 173 |
|
|
2017
Q4 | $1.35M | Sell |
45,737
-1,197
| -3% | -$35.2K | 0.12% | 169 |
|
|
2017
Q3 | $1.43M | Sell |
46,934
-1,115
| -2% | -$33.9K | 0.14% | 155 |
|
|
2017
Q2 | $1.55M | Sell |
48,049
-1,415
| -3% | -$45.6K | 0.16% | 149 |
|
|
2017
Q1 | $1.6M | Sell |
49,464
-630
| -1% | -$20.4K | 0.17% | 147 |
|
|
2016
Q4 | $1.73M | Sell |
50,094
-1,425
| -3% | -$49.2K | 0.19% | 134 |
|
|
2016
Q3 | $1.66M | Sell |
51,519
-1,275
| -2% | -$41.1K | 0.19% | 131 |
|
|
2016
Q2 | $1.76M | Sell |
52,794
-3,972
| -7% | -$132K | 0.21% | 127 |
|
|
2016
Q1 | $1.74M | Sell |
56,766
-3,565
| -6% | -$110K | 0.22% | 123 |
|
|
2015
Q4 | $1.74M | Buy |
60,331
+333
| +0.6% | +$9.59K | 0.22% | 120 |
|
|
2015
Q3 | $1.62M | Sell |
59,998
-290
| -0.5% | -$7.83K | 0.22% | 120 |
|
|
2015
Q2 | $1.77M | Sell |
60,288
-1,094
| -2% | -$32K | 0.22% | 119 |
|
|
2015
Q1 | $1.86M | Sell |
61,382
-1,651
| -3% | -$49.9K | 0.23% | 117 |
|
|
2014
Q4 | $1.85M | Sell |
63,033
-600
| -0.9% | -$17.6K | 0.23% | 121 |
|
|
2014
Q3 | $1.91M | Sell |
63,633
-1,050
| -2% | -$31.5K | 0.25% | 112 |
|
|
2014
Q2 | $1.96M | Sell |
64,683
-3,805
| -6% | -$115K | 0.25% | 112 |
|
|
2014
Q1 | $2.05M | Sell |
68,488
-2,131
| -3% | -$63.9K | 0.27% | 108 |
|
|
2013
Q4 | $2.1M | Sell |
70,619
-3,405
| -5% | -$101K | 0.3% | 103 |
|
|
2013
Q3 | $2.04M | Sell |
74,024
-10,620
| -13% | -$293K | 0.32% | 100 |
|
|
2013
Q2 | $2.19M | Buy |
+84,644
| New | +$2.19M | 0.36% | 92 |
|