Valley National Advisers’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
2024
Q1
Sell
-904
Closed -$20K 1255
2023
Q4
$20K Buy
+904
New +$20K ﹤0.01% 541
2022
Q3
Sell
-384
Closed -$10K 954
2022
Q2
$10K Hold
384
﹤0.01% 570
2022
Q1
$11K Hold
384
﹤0.01% 585
2021
Q4
$13K Hold
384
﹤0.01% 566
2021
Q3
$12K Buy
+384
New +$12K ﹤0.01% 556