Osborn Williams & Donohoe’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
2020
Q1
Sell
-16,670
Closed -$498K 289
2019
Q4
$498K Sell
16,670
-10,210
-38% -$305K 0.05% 226
2019
Q3
$785K Hold
26,880
0.08% 186
2019
Q2
$792K Sell
26,880
-40
-0.1% -$1.18K 0.08% 185
2019
Q1
$826K Buy
+26,920
New +$826K 0.08% 194