Mount Yale Investment 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
2018
Q3
Sell
-8,007
Closed -$221K 966
2018
Q2
$221K Buy
8,007
+498
+7% +$13.7K 0.04% 294
2018
Q1
$203K Buy
+7,509
New +$203K 0.04% 288