Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-66,271
| Closed | -$1.75M | – | 292 |
|
|
2018
Q4 | $1.75M | Buy |
+66,271
| New | +$1.75M | 0.45% | 56 |
|
|
2016
Q4 | – | Sell |
-79
| Closed | -$3K | – | 452 |
|
|
2016
Q3 | $3K | Sell |
79
-35,967
| -100% | -$1.37M | ﹤0.01% | 298 |
|
|
2016
Q2 | $1.2M | Buy |
36,046
+17,114
| +90% | +$570K | 0.12% | 149 |
|
|
2016
Q1 | $582K | Buy |
+18,932
| New | +$582K | 0.05% | 200 |
|
|
2013
Q4 | – | Sell |
-40
| Closed | -$2K | – | 624 |
|
|
2013
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 539 |
|