HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,190
| Closed | -$66K | – | 228 |
|
|
2020
Q4 | $66K | Hold |
2,190
| – | – | 0.01% | 197 |
|
|
2020
Q3 | $60K | Hold |
2,190
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $60K | Hold |
2,190
| – | – | 0.01% | 176 |
|
|
2020
Q1 | $54K | Hold |
2,190
| – | – | 0.02% | 173 |
|
|
2019
Q4 | $65K | Buy |
+2,190
| New | +$65K | 0.02% | 175 |
|
|
2018
Q4 | – | Sell |
-7,511
| Closed | -$215K | – | 164 |
|
|
2018
Q3 | $215K | Hold |
7,511
| – | – | 0.07% | 145 |
|
|
2018
Q2 | $207K | Sell |
7,511
-2,050
| -21% | -$56.5K | 0.07% | 159 |
|
|
2018
Q1 | $258K | Sell |
9,561
-3,000
| -24% | -$81K | 0.09% | 141 |
|
|
2017
Q4 | $369K | Sell |
12,561
-1,480
| -11% | -$43.5K | 0.13% | 122 |
|
|
2017
Q3 | $427K | Buy |
14,041
+400
| +3% | +$12.2K | 0.18% | 106 |
|
|
2017
Q2 | $440K | Sell |
13,641
-1,350
| -9% | -$43.5K | 0.22% | 87 |
|
|
2017
Q1 | $485K | Buy |
+14,991
| New | +$485K | 0.25% | 87 |
|