Sigma Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,783
| Closed | -$355K | – | 197 |
|
|
2021
Q4 | $355K | Buy |
+10,783
| New | +$355K | 0.02% | 144 |
|
|
2021
Q3 | – | Sell |
-6,991
| Closed | -$232K | – | 193 |
|
|
2021
Q2 | $232K | Buy |
+6,991
| New | +$232K | 0.02% | 177 |
|
|
2021
Q1 | – | Sell |
-7,235
| Closed | -$219K | – | 183 |
|
|
2020
Q4 | $219K | Buy |
+7,235
| New | +$219K | 0.02% | 165 |
|
|
2019
Q1 | – | Sell |
-7,765
| Closed | -$205K | – | 156 |
|
|
2018
Q4 | $205K | Buy |
+7,765
| New | +$205K | 0.03% | 139 |
|
|
2015
Q1 | – | Sell |
-7,540
| Closed | -$221K | – | 111 |
|
|
2014
Q4 | $221K | Buy |
+7,540
| New | +$221K | 0.04% | 108 |
|