Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $29K | Sell |
870
-18
| -2% | -$600 | ﹤0.01% | 1733 |
|
|
2021
Q3 | $29K | Buy |
888
+35
| +4% | +$1.14K | ﹤0.01% | 1656 |
|
|
2021
Q2 | $28K | Hold |
853
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q1 | $28K | Buy |
853
+2
| +0.2% | +$66 | ﹤0.01% | 1518 |
|
|
2020
Q4 | $26K | Buy |
851
+37
| +5% | +$1.13K | ﹤0.01% | 1436 |
|
|
2020
Q3 | $22K | Buy |
+814
| New | +$22K | ﹤0.01% | 1374 |
|
|
2020
Q2 | – | Sell |
-764
| Closed | -$19K | – | 1263 |
|
|
2020
Q1 | $19K | Sell |
764
-1
| -0.1% | -$25 | ﹤0.01% | 1291 |
|
|
2019
Q4 | $23K | Hold |
765
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q3 | $22K | Buy |
765
+12
| +2% | +$345 | ﹤0.01% | 1400 |
|
|
2019
Q2 | $22K | Buy |
753
+577
| +328% | +$16.9K | ﹤0.01% | 1432 |
|
|
2019
Q1 | $5K | Sell |
176
-856
| -83% | -$24.3K | ﹤0.01% | 1258 |
|
|
2018
Q4 | $27K | Buy |
1,032
+606
| +142% | +$15.9K | 0.01% | 996 |
|
|
2018
Q3 | $13K | Buy |
+426
| New | +$13K | 0.01% | 922 |
|
|
2017
Q4 | – | Sell |
-250
| Closed | -$8K | – | 847 |
|
|
2017
Q3 | $8K | Sell |
250
-516
| -67% | -$16.5K | ﹤0.01% | 1293 |
|
|
2017
Q2 | $25K | Buy |
766
+266
| +53% | +$8.68K | 0.01% | 998 |
|
|
2017
Q1 | $17K | Sell |
500
-502
| -50% | -$17.1K | ﹤0.01% | 1104 |
|
|
2016
Q4 | $35K | Buy |
1,002
+138
| +16% | +$4.82K | 0.01% | 1103 |
|
|
2016
Q3 | $28K | Buy |
864
+502
| +139% | +$16.3K | 0.01% | 1201 |
|
|
2016
Q2 | $12K | Buy |
362
+112
| +45% | +$3.71K | ﹤0.01% | 1138 |
|
|
2016
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 1281 |
|
|
2015
Q4 | $7K | Sell |
250
-62
| -20% | -$1.74K | ﹤0.01% | 1294 |
|
|
2015
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 1289 |
|
|
2015
Q2 | $9K | Buy |
312
+250
| +403% | +$7.21K | ﹤0.01% | 1302 |
|
|
2015
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 1777 |
|
|
2014
Q4 | $2K | Sell |
62
-628
| -91% | -$20.3K | ﹤0.01% | 1725 |
|
|
2014
Q3 | $21K | Buy |
+690
| New | +$21K | ﹤0.01% | 1385 |
|