Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,843
| Closed | -$40K | – | 2219 |
|
|
2024
Q2 | $40K | Hold |
1,843
| – | – | ﹤0.01% | 1196 |
|
|
2024
Q1 | $40.5K | Hold |
1,843
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q4 | $42.4K | Hold |
1,843
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q3 | $39.3K | Hold |
1,843
| – | – | ﹤0.01% | 1255 |
|
|
2023
Q2 | $40.7K | Hold |
1,843
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q1 | $42.7K | Buy |
+1,843
| New | +$42.7K | ﹤0.01% | 1264 |
|
|
2022
Q3 | – | Sell |
-1,843
| Closed | -$46K | – | 2395 |
|
|
2022
Q2 | $46K | Hold |
1,843
| – | – | ﹤0.01% | 1323 |
|
|
2022
Q1 | $55K | Sell |
1,843
-468
| -20% | -$14K | ﹤0.01% | 1413 |
|
|
2021
Q4 | $76K | Sell |
2,311
-1,775
| -43% | -$58.4K | ﹤0.01% | 1529 |
|
|
2021
Q3 | $133K | Hold |
4,086
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q2 | $136K | Hold |
4,086
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q1 | $132K | Buy |
+4,086
| New | +$132K | ﹤0.01% | 1262 |
|