Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-819
| Closed | -$17.4K | – | 661 |
|
|
2023
Q3 | $17.4K | Hold |
819
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $18.1K | Sell |
819
-495
| -38% | -$10.9K | 0.01% | 248 |
|
|
2023
Q1 | $30.4K | Buy |
1,314
+10
| +0.8% | +$232 | 0.02% | 204 |
|
|
2022
Q4 | $29.3K | Buy |
1,304
+9
| +0.7% | +$202 | 0.02% | 202 |
|
|
2022
Q3 | $27K | Buy |
1,295
+6
| +0.5% | +$125 | 0.02% | 215 |
|
|
2022
Q2 | $32K | Buy |
1,289
+8
| +0.6% | +$199 | 0.03% | 185 |
|
|
2022
Q1 | $38K | Buy |
1,281
+6
| +0.5% | +$178 | 0.03% | 174 |
|
|
2021
Q4 | $41.9K | Buy |
+1,275
| New | +$41.9K | 0.04% | 167 |
|