IWA
IBEX Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-482
| Closed | -$16K | – | 319 |
|
|
2021
Q3 | $16K | Buy |
+482
| New | +$16K | ﹤0.01% | 332 |
|
|
2019
Q3 | – | Sell |
-452
| Closed | -$13K | – | 223 |
|
|
2019
Q2 | $13K | Buy |
+452
| New | +$13K | ﹤0.01% | 293 |
|
|
2019
Q1 | – | Sell |
-79,567
| Closed | -$2.1M | – | 105 |
|
|
2018
Q4 | $2.1M | Buy |
+79,567
| New | +$2.1M | 0.96% | 36 |
|
|
2017
Q1 | – | Sell |
-658
| Closed | -$23K | – | 233 |
|
|
2016
Q4 | $23K | Buy |
+658
| New | +$23K | 0.01% | 213 |
|