San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,115
| Closed | -$57K | – | 816 |
|
|
2018
Q1 | $57K | Hold |
2,115
| – | – | 0.02% | 440 |
|
|
2017
Q4 | $62K | Hold |
2,115
| – | – | 0.02% | 417 |
|
|
2017
Q3 | $64K | Hold |
2,115
| – | – | 0.02% | 387 |
|
|
2017
Q2 | $68K | Buy |
+2,115
| New | +$68K | 0.02% | 327 |
|
|
2014
Q4 | – | Sell |
-1,980
| Closed | -$59K | – | 303 |
|
|
2014
Q3 | $59K | Hold |
1,980
| – | – | 0.03% | 277 |
|
|
2014
Q2 | $60K | Hold |
1,980
| – | – | 0.03% | 296 |
|
|
2014
Q1 | $59K | Hold |
1,980
| – | – | 0.02% | 335 |
|
|
2013
Q4 | $59K | Buy |
+1,980
| New | +$59K | 0.02% | 308 |
|