Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$3.3K | – | 667 |
|
|
2024
Q1 | $3.3K | Hold |
150
| – | – | ﹤0.01% | 520 |
|
|
2023
Q4 | $3.41K | Hold |
150
| – | – | ﹤0.01% | 480 |
|
|
2023
Q3 | $3.2K | Hold |
150
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $3.32K | Hold |
150
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $3.47K | Hold |
150
| – | – | ﹤0.01% | 484 |
|
|
2022
Q4 | $3.37K | Hold |
150
| – | – | ﹤0.01% | 458 |
|
|
2022
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 460 |
|
|
2022
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 483 |
|
|
2021
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 475 |
|
|
2021
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 543 |
|
|
2021
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 499 |
|
|
2020
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 473 |
|
|
2020
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 458 |
|
|
2019
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 442 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 449 |
|
|
2019
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 424 |
|
|
2018
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 421 |
|