Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,645
| Closed | -$157K | – | 1654 |
|
|
2021
Q1 | $157K | Sell |
4,645
-13,958
| -75% | -$472K | 0.01% | 1172 |
|
|
2020
Q4 | $562K | Buy |
18,603
+13,162
| +242% | +$398K | 0.02% | 489 |
|
|
2020
Q3 | $148K | Buy |
5,441
+796
| +17% | +$21.7K | 0.01% | 832 |
|
|
2020
Q2 | $128K | Buy |
4,645
+3,355
| +260% | +$92.5K | 0.01% | 890 |
|
|
2020
Q1 | $32K | Sell |
1,290
-704
| -35% | -$17.5K | ﹤0.01% | 1213 |
|
|
2019
Q4 | $60K | Buy |
1,994
+529
| +36% | +$15.9K | ﹤0.01% | 1094 |
|
|
2019
Q3 | $43K | Buy |
+1,465
| New | +$43K | ﹤0.01% | 1041 |
|
|
2017
Q1 | – | Sell |
-1,002
| Closed | -$34K | – | 424 |
|
|
2016
Q4 | $34K | Buy |
+1,002
| New | +$34K | 0.01% | 376 |
|