United Asset Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-102,217
| Closed | -$3.1M | – | 135 |
|
|
2014
Q2 | $3.1M | Buy |
+102,217
| New | +$3.1M | 1.5% | 21 |
|
|
2014
Q1 | – | Sell |
-95,185
| Closed | -$2.83M | – | 113 |
|
|
2013
Q4 | $2.83M | Sell |
95,185
-901
| -0.9% | -$26.8K | 1.94% | 17 |
|
|
2013
Q3 | $2.65M | Buy |
96,086
+3,028
| +3% | +$83.5K | 1.68% | 18 |
|
|
2013
Q2 | $2.41M | Buy |
+93,058
| New | +$2.41M | 1.59% | 18 |
|