Private Advisory Group’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
2023
Q2
Sell
-15,262
Closed -$353K 223
2023
Q1
$353K Sell
15,262
-1,604
-10% -$37.1K 0.08% 162
2022
Q4
$378K Sell
16,866
-39,980
-70% -$897K 0.08% 148
2022
Q3
$1.19M Buy
+56,846
New +$1.19M 0.27% 86