UFA
US Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,571
| Closed | -$79K | – | 218 |
|
|
2016
Q1 | $79K | Sell |
2,571
-184,593
| -99% | -$5.67M | 0.14% | 72 |
|
|
2015
Q4 | $5.39M | Sell |
187,164
-20,209
| -10% | -$582K | 5.11% | 5 |
|
|
2015
Q3 | $5.6M | Buy |
207,373
+2,649
| +1% | +$71.5K | 9.31% | 3 |
|
|
2015
Q2 | $5.99M | Buy |
204,724
+732
| +0.4% | +$21.4K | 5.65% | 7 |
|
|
2015
Q1 | $6.17M | Sell |
203,992
-5,958
| -3% | -$180K | 5.6% | 8 |
|
|
2014
Q4 | $6.15M | Buy |
+209,950
| New | +$6.15M | 5.49% | 8 |
|