J.W. Cole 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
2023
Q2
Sell
-44,101
Closed -$1.02M 795
2023
Q1
$1.02M Buy
+44,101
New +$1.02M 0.07% 283
2021
Q1
Sell
-36,660
Closed -$1.11M 683
2020
Q4
$1.11M Buy
+36,660
New +$1.11M 0.12% 210