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