Walled Lake Planning & Wealth Management’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
2023 Q2	–	Sell	-119,668	Closed	-$2.77M	–	101
2023 Q1	$2.77M	Buy	119,668 +5,618	+5%	+$130K	1.45%	23
2022 Q4	$2.56M	Buy	+114,050	New	+$2.56M	1.74%	22