Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-800
| Closed | -$21.7K | – | 346 |
|
|
2024
Q4 | $21.7K | Hold |
800
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $20.6K | Sell |
800
-4,200
| -84% | -$108K | 0.01% | 276 |
|
|
2024
Q2 | $109K | Hold |
5,000
| – | – | 0.02% | 463 |
|
|
2024
Q1 | $110K | Buy |
+5,000
| New | +$110K | 0.02% | 469 |
|
|
2023
Q4 | – | Sell |
-5,760
| Closed | -$127K | – | 630 |
|
|
2023
Q3 | $127K | Hold |
5,760
| – | – | 0.03% | 437 |
|
|
2023
Q2 | $127K | Buy |
+5,760
| New | +$127K | 0.03% | 455 |
|
|
2023
Q1 | – | Sell |
-760
| Closed | -$17K | – | 638 |
|
|
2022
Q4 | $17K | Buy |
+760
| New | +$17K | ﹤0.01% | 655 |
|