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SFMG Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

SFMG Wealth Advisors’s Portfolio IYZ Stock Details IYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-712,449
Closed -$23M – 119
2016
Q3 		$23M Buy
712,449
+50,000
+8% +$1.61M 5.04% 8
2016
Q2 		$22.1M Buy
+662,449
New +$22.1M 4.93% 8