Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $25K | Sell |
1,120
-40
| -3% | -$893 | ﹤0.01% | 403 |
|
|
2023
Q1 | $27K | Hold |
1,160
| – | – | ﹤0.01% | 410 |
|
|
2022
Q4 | $26K | Sell |
1,160
-440
| -28% | -$9.86K | ﹤0.01% | 385 |
|
|
2022
Q3 | $33K | Hold |
1,600
| – | – | 0.01% | 367 |
|
|
2022
Q2 | $40K | Hold |
1,600
| – | – | 0.01% | 356 |
|
|
2022
Q1 | $48K | Hold |
1,600
| – | – | 0.01% | 353 |
|
|
2021
Q4 | $53K | Hold |
1,600
| – | – | 0.01% | 348 |
|
|
2021
Q3 | $52K | Sell |
1,600
-400
| -20% | -$13K | 0.01% | 351 |
|
|
2021
Q2 | $66K | Hold |
2,000
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $65K | Hold |
2,000
| – | – | 0.01% | 330 |
|
|
2020
Q4 | $60K | Sell |
2,000
-407
| -17% | -$12.2K | 0.01% | 299 |
|
|
2020
Q3 | $65K | Sell |
2,407
-68
| -3% | -$1.84K | 0.01% | 271 |
|
|
2020
Q2 | $68K | Sell |
2,475
-100
| -4% | -$2.75K | 0.01% | 276 |
|
|
2020
Q1 | $64K | Buy |
2,575
+260
| +11% | +$6.46K | 0.01% | 257 |
|
|
2019
Q4 | $69K | Hold |
2,315
| – | – | 0.01% | 252 |
|
|
2019
Q3 | $68K | Buy |
2,315
+475
| +26% | +$14K | 0.01% | 252 |
|
|
2019
Q2 | $54K | Hold |
1,840
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $55K | Hold |
1,840
| – | – | 0.01% | 264 |
|
|
2018
Q4 | $48K | Hold |
1,840
| – | – | 0.01% | 266 |
|
|
2018
Q3 | $55K | Sell |
1,840
-250
| -12% | -$7.47K | 0.01% | 273 |
|
|
2018
Q2 | $58K | Sell |
2,090
-150
| -7% | -$4.16K | 0.01% | 265 |
|
|
2018
Q1 | $61K | Hold |
2,240
| – | – | 0.01% | 265 |
|
|
2017
Q4 | $66K | Sell |
2,240
-175
| -7% | -$5.16K | 0.01% | 252 |
|
|
2017
Q3 | $73K | Sell |
2,415
-200
| -8% | -$6.05K | 0.01% | 238 |
|
|
2017
Q2 | $84K | Sell |
2,615
-247
| -9% | -$7.93K | 0.01% | 231 |
|
|
2017
Q1 | $93K | Sell |
2,862
-50
| -2% | -$1.63K | 0.02% | 222 |
|
|
2016
Q4 | $100K | Buy |
2,912
+150
| +5% | +$5.15K | 0.02% | 219 |
|
|
2016
Q3 | $88K | Sell |
2,762
-350
| -11% | -$11.2K | 0.02% | 229 |
|
|
2016
Q2 | $104K | Hold |
3,112
| – | – | 0.02% | 207 |
|
|
2016
Q1 | $96 | Sell |
3,112
-125
| -4% | -$4 | 0.01% | 214 |
|
|
2015
Q4 | $93K | Hold |
3,237
| – | – | 0.02% | 219 |
|
|
2015
Q3 | $92K | Sell |
3,237
-150
| -4% | -$4.26K | 0.02% | 223 |
|
|
2015
Q2 | $99K | Buy |
+3,387
| New | +$99K | 0.02% | 216 |
|