PFM
Parsec Financial Management’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-6,905
| Closed | -$207K | – | 161 |
|
|
2014
Q1 | $207K | Sell |
6,905
-90
| -1% | -$2.7K | 0.02% | 148 |
|
|
2013
Q4 | $208K | Buy |
+6,995
| New | +$208K | 0.02% | 142 |
|
|
2013
Q3 | – | Sell |
-8,095
| Closed | -$209K | – | 133 |
|
|
2013
Q2 | $209K | Buy |
+8,095
| New | +$209K | 0.03% | 127 |
|