Kalos Management’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
Q3 | – | Sell |
-121
| Closed | -$2.67K | – | 59 |
|
|
2023
Q2 | $2.67K | Hold |
121
| – | – | 0.01% | 118 |
|
|
2023
Q1 | $2.8K | Hold |
121
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $2.71K | Buy |
+121
| New | +$2.71K | 0.01% | 112 |
|
|
2022
Q1 | – | Sell |
-6,480
| Closed | -$211K | – | 250 |
|
|
2021
Q4 | $211K | Buy |
6,480
+249
| +4% | +$8.11K | 0.06% | 266 |
|
|
2021
Q3 | $203K | Buy |
+6,231
| New | +$203K | 0.06% | 264 |
|
|
2020
Q3 | – | Sell |
-37,239
| Closed | -$1.04M | – | 240 |
|
|
2020
Q2 | $1.04M | Buy |
37,239
+15,261
| +69% | +$425K | 0.44% | 76 |
|
|
2020
Q1 | $547K | Buy |
+21,978
| New | +$547K | 0.24% | 108 |
|