Dynamic Advisor Solutions’s iShares US Telecommunications ETF IYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,995
Closed -$347K 965
2024
Q2
$347K Buy
15,995
+2,140
+15% +$46.5K 0.01% 718
2024
Q1
$305K Buy
13,855
+1,115
+9% +$24.5K 0.01% 757
2023
Q4
$288K Buy
+12,740
New +$288K 0.01% 730