Smart Portfolios LLC’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
Q2 | – | Sell |
-9,145
| Closed | -$273K | – | 46 |
|
|
2022
Q1 | $273K | Buy |
9,145
+341
| +4% | +$10.2K | 0.43% | 45 |
|
|
2021
Q4 | $290K | Buy |
+8,804
| New | +$290K | 0.22% | 48 |
|
|
2017
Q2 | – | Sell |
-37,264
| Closed | -$1.21M | – | 31 |
|
|
2017
Q1 | $1.21M | Buy |
+37,264
| New | +$1.21M | 1.14% | 22 |
|
|
2015
Q2 | – | Sell |
-12,919
| Closed | -$365K | – | 31 |
|
|
2015
Q1 | $365K | Hold |
12,919
| – | – | 0.41% | 25 |
|
|
2014
Q4 | $365K | Hold |
12,919
| – | – | 0.41% | 25 |
|
|
2014
Q3 | $385K | Sell |
12,919
-12,539
| -49% | -$374K | 0.47% | 21 |
|
|
2014
Q2 | $660K | Buy |
+25,458
| New | +$660K | 0.85% | 19 |
|
|
2013
Q3 | – | Sell |
-25
| Closed | -$660 | – | 26 |
|
|
2013
Q2 | $660 | Buy |
+25
| New | +$660 | 0.93% | 18 |
|