Greenleaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,461
| Closed | -$288K | – | 696 |
|
|
2017
Q3 | $288K | Hold |
9,461
| – | – | 0.01% | 325 |
|
|
2017
Q2 | $305K | Hold |
9,461
| – | – | 0.01% | 275 |
|
|
2017
Q1 | $306K | Hold |
9,461
| – | – | 0.01% | 222 |
|
|
2016
Q4 | $326K | Hold |
9,461
| – | – | 0.01% | 167 |
|
|
2016
Q3 | $305K | Sell |
9,461
-175
| -2% | -$5.64K | 0.01% | 158 |
|
|
2016
Q2 | $321K | Buy |
+9,636
| New | +$321K | 0.01% | 135 |
|