SWMP
Signature Wealth Management Partners’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,495
| Closed | -$213K | – | 105 |
|
|
2022
Q2 | $213K | Hold |
8,495
| – | – | 0.22% | 95 |
|
|
2022
Q1 | $254K | Hold |
8,495
| – | – | 0.22% | 90 |
|
|
2021
Q4 | $280K | Hold |
8,495
| – | – | 0.24% | 87 |
|
|
2021
Q3 | $276K | Hold |
8,495
| – | – | 0.25% | 86 |
|
|
2021
Q2 | $282K | Hold |
8,495
| – | – | 0.26% | 84 |
|
|
2021
Q1 | $275K | Hold |
8,495
| – | – | 0.26% | 80 |
|
|
2020
Q4 | $257K | Buy |
+8,495
| New | +$257K | 0.26% | 79 |
|