L & S 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,115
| Closed | -$280K | – | 262 |
|
|
2016
Q4 | $280K | Sell |
8,115
-2,449
| -23% | -$84.5K | 0.06% | 139 |
|
|
2016
Q3 | $340K | Buy |
+10,564
| New | +$340K | 0.09% | 107 |
|
|
2016
Q2 | – | Sell |
-10,342
| Closed | -$318K | – | 129 |
|
|
2016
Q1 | $318K | Buy |
+10,342
| New | +$318K | 0.08% | 60 |
|
|
2015
Q4 | – | Sell |
-11,416
| Closed | -$308K | – | 90 |
|
|
2015
Q3 | $308K | Sell |
11,416
-2,389
| -17% | -$64.5K | 0.09% | 75 |
|
|
2015
Q2 | $404K | Sell |
13,805
-14,974
| -52% | -$438K | 0.1% | 78 |
|
|
2015
Q1 | $870K | Buy |
+28,779
| New | +$870K | 0.23% | 75 |
|