JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,070
| Closed | -$146K | – | 759 |
|
|
2015
Q4 | $146K | Buy |
5,070
+4,235
| +507% | +$122K | 0.03% | 277 |
|
|
2015
Q3 | $23K | Buy |
+835
| New | +$23K | 0.01% | 563 |
|
|
2015
Q2 | – | Sell |
-168
| Closed | -$5K | – | 910 |
|
|
2015
Q1 | $5K | Sell |
168
-307
| -65% | -$9.14K | ﹤0.01% | 733 |
|
|
2014
Q4 | $14K | Buy |
+475
| New | +$14K | ﹤0.01% | 620 |
|
|
2014
Q3 | – | Sell |
-150
| Closed | -$5K | – | 773 |
|
|
2014
Q2 | $5K | Sell |
150
-795
| -84% | -$26.5K | ﹤0.01% | 642 |
|
|
2014
Q1 | $28K | Hold |
945
| – | – | 0.01% | 487 |
|
|
2013
Q4 | $28K | Sell |
945
-1,665
| -64% | -$49.3K | 0.01% | 471 |
|
|
2013
Q3 | $72K | Sell |
2,610
-6,560
| -72% | -$181K | 0.02% | 354 |
|
|
2013
Q2 | $237K | Buy |
+9,170
| New | +$237K | 0.07% | 190 |
|