Jackson Grant Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-107
| Closed | -$3K | – | 249 |
|
|
2018
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 203 |
|
|
2018
Q2 | $3K | Hold |
107
| – | – | ﹤0.01% | 211 |
|
|
2018
Q1 | $3K | Buy |
107
+1
| +0.9% | +$28 | ﹤0.01% | 203 |
|
|
2017
Q4 | $3K | Buy |
106
+2
| +2% | +$57 | ﹤0.01% | 205 |
|
|
2017
Q3 | $3K | Buy |
104
+1
| +1% | +$29 | ﹤0.01% | 208 |
|
|
2017
Q2 | $3K | Sell |
103
-1,959
| -95% | -$57.1K | ﹤0.01% | 178 |
|
|
2017
Q1 | $67K | Sell |
2,062
-163
| -7% | -$5.3K | 0.05% | 114 |
|
|
2016
Q4 | $77K | Buy |
2,225
+29
| +1% | +$1K | 0.07% | 106 |
|
|
2016
Q3 | $71K | Hold |
2,196
| – | – | 0.06% | 100 |
|
|
2016
Q2 | $73K | Buy |
2,196
+224
| +11% | +$7.45K | 0.06% | 94 |
|
|
2016
Q1 | $61K | Buy |
1,972
+1,427
| +262% | +$44.1K | 0.06% | 96 |
|
|
2015
Q4 | $16K | Buy |
+545
| New | +$16K | 0.02% | 148 |
|