PagnatoKarp Partners’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
Q2 | – | Sell |
-57,338
| Closed | -$1.43M | – | 74 |
|
|
2020
Q1 | $1.43M | Buy |
57,338
+2,000
| +4% | +$49.7K | 0.35% | 46 |
|
|
2019
Q4 | $1.65M | Hold |
55,338
| – | – | 0.29% | 45 |
|
|
2019
Q3 | $1.62M | Hold |
55,338
| – | – | 0.32% | 46 |
|
|
2019
Q2 | $1.63M | Hold |
55,338
| – | – | 0.35% | 40 |
|
|
2019
Q1 | $1.65M | Sell |
55,338
-5,430
| -9% | -$162K | 0.37% | 42 |
|
|
2018
Q4 | $1.6M | Buy |
+60,768
| New | +$1.6M | 0.34% | 45 |
|