Weatherly Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,058
| Closed | -$202K | – | 167 |
|
|
2016
Q2 | $202K | Buy |
+6,058
| New | +$202K | 0.07% | 171 |
|
|
2014
Q3 | – | Sell |
-8,692
| Closed | -$264K | – | 168 |
|
|
2014
Q2 | $264K | Hold |
8,692
| – | – | 0.11% | 125 |
|
|
2014
Q1 | $261K | Sell |
8,692
-133
| -2% | -$3.99K | 0.12% | 120 |
|
|
2013
Q4 | $262K | Hold |
8,825
| – | – | 0.13% | 119 |
|
|
2013
Q3 | $243K | Hold |
8,825
| – | – | 0.12% | 123 |
|
|
2013
Q2 | $228K | Buy |
+8,825
| New | +$228K | 0.13% | 118 |
|