United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-287,415
| Closed | -$8.55M | – | 1332 |
|
|
2018
Q3 | $8.55M | Buy |
+287,415
| New | +$8.55M | 0.06% | 331 |
|
|
2018
Q2 | – | Sell |
-62,101
| Closed | -$1.68M | – | 1338 |
|
|
2018
Q1 | $1.68M | Buy |
62,101
+181
| +0.3% | +$4.89K | 0.01% | 641 |
|
|
2017
Q4 | $1.82M | Buy |
+61,920
| New | +$1.82M | 0.01% | 618 |
|
|
2017
Q2 | – | Sell |
-393,570
| Closed | -$12.7M | – | 1292 |
|
|
2017
Q1 | $12.7M | Buy |
+393,570
| New | +$12.7M | 0.12% | 199 |
|
|
2016
Q4 | – | Sell |
-325,027
| Closed | -$10.5M | – | 1286 |
|
|
2016
Q3 | $10.5M | Sell |
325,027
-2,514
| -0.8% | -$81K | 0.1% | 243 |
|
|
2016
Q2 | $10.8M | Buy |
327,541
+121,605
| +59% | +$4.01M | 0.11% | 212 |
|
|
2016
Q1 | $6.33M | Sell |
205,936
-40,817
| -17% | -$1.25M | 0.07% | 291 |
|
|
2015
Q4 | $7.1M | Sell |
246,753
-65,772
| -21% | -$1.89M | 0.08% | 268 |
|
|
2015
Q3 | $8.44M | Buy |
312,525
+112,171
| +56% | +$3.03M | 0.1% | 218 |
|
|
2015
Q2 | $5.87M | Buy |
+200,354
| New | +$5.87M | 0.07% | 311 |
|