OCPWS
One Charles Private Wealth Services’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,702
| Closed | -$271K | – | 128 |
|
|
2023
Q1 | $271K | Sell |
11,702
-1,094
| -9% | -$25.3K | 0.17% | 101 |
|
|
2022
Q4 | $287K | Buy |
12,796
+557
| +5% | +$12.5K | 0.19% | 91 |
|
|
2022
Q3 | $256K | Buy |
+12,239
| New | +$256K | 0.17% | 97 |
|
|
2022
Q1 | – | Sell |
-7,639
| Closed | -$251K | – | 118 |
|
|
2021
Q4 | $251K | Buy |
+7,639
| New | +$251K | 0.14% | 102 |
|