First United Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-535
| Closed | -$14.4K | – | 417 |
|
|
2024
Q4 | $14.4K | Hold |
535
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $13.5K | Hold |
535
| – | – | ﹤0.01% | 298 |
|
|
2024
Q2 | $11.6K | Hold |
535
| – | – | ﹤0.01% | 320 |
|
|
2024
Q1 | $11.8K | Hold |
535
| – | – | ﹤0.01% | 340 |
|
|
2023
Q4 | $12.2K | Buy |
+535
| New | +$12.2K | ﹤0.01% | 335 |
|
|
2018
Q4 | – | Sell |
-8,450
| Closed | -$251K | – | 122 |
|
|
2018
Q3 | $251K | Buy |
8,450
+115
| +1% | +$3.42K | 0.16% | 109 |
|
|
2018
Q2 | $230K | Buy |
8,335
+760
| +10% | +$21K | 0.15% | 106 |
|
|
2018
Q1 | $205K | Buy |
+7,575
| New | +$205K | 0.13% | 106 |
|