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 |
|