Montag & Associates’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
Q1 | – | Sell |
-35
| Closed | -$785 | – | 940 |
|
|
2022
Q4 | $785 | Hold |
35
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 838 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 797 |
|
|
2022
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 814 |
|
|
2021
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 832 |
|
|
2021
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 835 |
|
|
2021
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 829 |
|
|
2021
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 827 |
|