KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,339
| Closed | -$230K | – | 518 |
|
|
2018
Q2 | $230K | Sell |
8,339
-41,122
| -83% | -$1.13M | 0.01% | 480 |
|
|
2018
Q1 | $1.34M | Buy |
49,461
+919
| +2% | +$24.8K | 0.08% | 220 |
|
|
2017
Q4 | $1.43M | Buy |
48,542
+2,504
| +5% | +$73.7K | 0.08% | 219 |
|
|
2017
Q3 | $1.4M | Buy |
46,038
+3,119
| +7% | +$94.8K | 0.09% | 219 |
|
|
2017
Q2 | $1.39M | Buy |
42,919
+2,600
| +6% | +$83.9K | 0.09% | 216 |
|
|
2017
Q1 | $1.3M | Buy |
40,319
+11,340
| +39% | +$367K | 0.08% | 223 |
|
|
2016
Q4 | $1M | Buy |
28,979
+1,038
| +4% | +$35.8K | 0.07% | 248 |
|
|
2016
Q3 | $900K | Buy |
27,941
+40
| +0.1% | +$1.29K | 0.06% | 261 |
|
|
2016
Q2 | $929K | Sell |
27,901
-40
| -0.1% | -$1.33K | 0.06% | 254 |
|
|
2016
Q1 | $859K | Buy |
27,941
+4,712
| +20% | +$145K | 0.06% | 262 |
|
|
2015
Q4 | $669K | Buy |
23,229
+1,100
| +5% | +$31.7K | 0.05% | 297 |
|
|
2015
Q3 | $597K | Buy |
22,129
+1,001
| +5% | +$27K | 0.05% | 305 |
|
|
2015
Q2 | $619K | Sell |
21,128
-3,044
| -13% | -$89.2K | 0.05% | 320 |
|
|
2015
Q1 | $730K | Buy |
24,172
+1,141
| +5% | +$34.5K | 0.06% | 288 |
|
|
2014
Q4 | $674K | Buy |
23,031
+7,969
| +53% | +$233K | 0.06% | 291 |
|
|
2014
Q3 | $451K | Buy |
15,062
+1,439
| +11% | +$43.1K | 0.04% | 336 |
|
|
2014
Q2 | $413K | Buy |
13,623
+1,292
| +10% | +$39.2K | 0.04% | 350 |
|
|
2014
Q1 | $370K | Buy |
12,331
+1,200
| +11% | +$36K | 0.04% | 339 |
|
|
2013
Q4 | $331K | Buy |
11,131
+133
| +1% | +$3.96K | 0.04% | 346 |
|
|
2013
Q3 | $303K | Buy |
10,998
+240
| +2% | +$6.61K | 0.04% | 350 |
|
|
2013
Q2 | $278K | Buy |
+10,758
| New | +$278K | 0.03% | 365 |
|