Endurance Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $25K | Sell |
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|
2023
Q1 | $27K | Hold |
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|
2022
Q4 | $26K | Sell |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $52K | Sell |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $60K | Sell |
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|
2020
Q3 | $65K | Sell |
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|
2020
Q2 | $68K | Sell |
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|
2020
Q1 | $64K | Buy |
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|
2019
Q4 | $69K | Hold |
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|
2019
Q3 | $68K | Buy |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $55K | Hold |
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|
2018
Q4 | $48K | Hold |
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|
2018
Q3 | $55K | Sell |
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|
2018
Q2 | $58K | Sell |
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|
2018
Q1 | $61K | Hold |
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|
2017
Q4 | $66K | Sell |
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|
2017
Q3 | $73K | Sell |
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|
2017
Q2 | $84K | Sell |
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|
2017
Q1 | $93K | Sell |
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|
2016
Q4 | $100K | Buy |
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|
2016
Q3 | $88K | Sell |
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|
2016
Q2 | $104K | Hold |
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|
2016
Q1 | $96 | Sell |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $92K | Sell |
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|
2015
Q2 | $99K | Buy |
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