LWM
LBA Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $18K | Hold |
565
| – | – | 0.01% | 278 |
|
|
2016
Q4 | $19K | Hold |
565
| – | – | 0.01% | 268 |
|
|
2016
Q3 | $18K | Hold |
565
| – | – | 0.01% | 271 |
|
|
2016
Q2 | $19K | Hold |
565
| – | – | 0.01% | 256 |
|
|
2016
Q1 | $17K | Sell |
565
-90
| -14% | -$2.71K | 0.01% | 260 |
|
|
2015
Q4 | $19K | Hold |
655
| – | – | 0.01% | 259 |
|
|
2015
Q3 | $18K | Hold |
655
| – | – | 0.01% | 231 |
|
|
2015
Q2 | $19K | Sell |
655
-125
| -16% | -$3.63K | 0.01% | 211 |
|
|
2015
Q1 | $24K | Sell |
780
-120
| -13% | -$3.69K | 0.02% | 202 |
|
|
2014
Q4 | $26K | Hold |
900
| – | – | 0.02% | 192 |
|
|
2014
Q3 | $27K | Sell |
900
-120
| -12% | -$3.6K | 0.02% | 203 |
|
|
2014
Q2 | $31K | Sell |
1,020
-50
| -5% | -$1.52K | 0.03% | 178 |
|
|
2014
Q1 | $32K | Hold |
1,070
| – | – | 0.03% | 173 |
|
|
2013
Q4 | $32K | Buy |
+1,070
| New | +$32K | 0.03% | 174 |
|