United Capital Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-287,415	Closed	-$8.55M	–	1332
2018 Q3	$8.55M	Buy	+287,415	New	+$8.29M	0.06%	331
2018 Q2	–	Sell	-62,101	Closed	-$1.68M	–	1338
2018 Q1	$1.68M	Buy	62,101 +181	+0.3%	+$5.15K	0.01%	641
2017 Q4	$1.82M	Buy	+61,920	New	+$1.84M	0.01%	618
2017 Q2	–	Sell	-393,570	Closed	-$12.7M	–	1292
2017 Q1	$12.7M	Buy	+393,570	New	+$13.4M	0.12%	199
2016 Q4	–	Sell	-325,027	Closed	-$10.5M	–	1286
2016 Q3	$10.5M	Sell	325,027 -2,514	-0.8%	-$82.9K	0.1%	243
2016 Q2	$10.8M	Buy	327,541 +121,605	+59%	+$3.81M	0.11%	212
2016 Q1	$6.33M	Sell	205,936 -40,817	-17%	-$1.16M	0.07%	291
2015 Q4	$7.1M	Sell	246,753 -65,772	-21%	-$1.92M	0.08%	268
2015 Q3	$8.44M	Buy	312,525 +112,171	+56%	+$3.21M	0.1%	218
2015 Q2	$5.87M	Buy	+200,354	New	+$6.1M	0.07%	311