DSC 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-23,308
| Closed | -$705K | – | 64 |
|
2015
Q1 | $705K | Buy |
23,308
+6,927
| +42% | +$210K | 0.37% | 43 |
|
2014
Q4 | $480K | Sell |
16,381
-482
| -3% | -$14.1K | 0.28% | 47 |
|
2014
Q3 | $505K | Buy |
16,863
+1,372
| +9% | +$41.1K | 0.25% | 51 |
|
2014
Q2 | $470K | Sell |
15,491
-304
| -2% | -$9.22K | 0.25% | 42 |
|
2014
Q1 | $474K | Buy |
15,795
+4,868
| +45% | +$146K | 0.23% | 47 |
|
2013
Q4 | $325K | Sell |
10,927
-327
| -3% | -$9.73K | 0.16% | 38 |
|
2013
Q3 | $310K | Sell |
11,254
-1,139
| -9% | -$31.4K | 0.2% | 33 |
|
2013
Q2 | $320K | Buy |
+12,393
| New | +$320K | 0.21% | 32 |
|