Ulland Investment 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,890
| Closed | -$44K | – | 220 |
|
2023
Q1 | $44K | Hold |
1,890
| – | – | 0.05% | 98 |
|
2022
Q4 | $42K | Hold |
1,890
| – | – | 0.05% | 100 |
|
2022
Q3 | $39K | Hold |
1,890
| – | – | 0.04% | 103 |
|
2022
Q2 | $47K | Hold |
1,890
| – | – | 0.05% | 102 |
|
2022
Q1 | $56K | Hold |
1,890
| – | – | 0.04% | 102 |
|
2021
Q4 | $62K | Buy |
+1,890
| New | +$62K | 0.04% | 97 |
|