Tyler-Stone 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
-247
Closed -$5.37K 606
2024
Q2
$5.37K Buy
247
+2
+0.8% +$43 ﹤0.01% 724
2024
Q1
$5.39K Buy
245
+1
+0.4% +$22 ﹤0.01% 722
2023
Q4
$5.55K Sell
244
-815
-77% -$18.5K ﹤0.01% 693
2023
Q3
$23K Hold
1,059
0.01% 457
2023
Q2
$23K Buy
+1,059
New +$23K 0.01% 457
2022
Q4
$24K Buy
1,051
+5
+0.5% +$114 0.02% 421
2022
Q3
$22K Buy
1,046
+3
+0.3% +$63 0.02% 415
2022
Q2
$26K Sell
1,043
-174
-14% -$4.34K 0.02% 409
2022
Q1
$36K Buy
1,217
+4
+0.3% +$118 0.02% 388
2021
Q4
$40K Buy
+1,213
New +$40K 0.02% 385