Laidlaw Wealth 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
Q2
Sell
-30,586
Closed -$708K 362
2023
Q1
$708K Sell
30,586
-5,085
-14% -$118K 0.14% 161
2022
Q4
$800K Buy
+35,671
New +$800K 0.17% 149