PS
Planned Solutions’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-597
| Closed | -$15.1K | – | 385 |
|
|
2024
Q3 | $15.1K | Buy |
+597
| New | +$15.1K | 0.01% | 410 |
|
|
2024
Q1 | – | Sell |
-539
| Closed | -$12.3K | – | 328 |
|
|
2023
Q4 | $12.3K | Buy |
+539
| New | +$12.3K | 0.01% | 403 |
|
|
2022
Q1 | – | Sell |
-26,471
| Closed | -$871K | – | 76 |
|
|
2021
Q4 | $871K | Buy |
+26,471
| New | +$871K | 0.58% | 21 |
|
|
2021
Q2 | $1.13M | Sell |
33,909
-2,011
| -6% | -$66.8K | 0.78% | 17 |
|
|
2021
Q1 | $1.16M | Sell |
35,920
-103,369
| -74% | -$3.34M | 0.91% | 16 |
|
|
2020
Q4 | $4.21M | Buy |
139,289
+1,431
| +1% | +$43.2K | 3.37% | 7 |
|
|
2020
Q3 | $3.75M | Buy |
+137,858
| New | +$3.75M | 3.66% | 6 |
|