Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-75
| Closed | -$2.05K | – | 1300 |
|
|
2025
Q1 | $2.05K | Hold |
75
| – | – | ﹤0.01% | 894 |
|
|
2024
Q4 | $2.01K | Hold |
75
| – | – | ﹤0.01% | 898 |
|
|
2024
Q3 | $1.9K | Hold |
75
| – | – | ﹤0.01% | 907 |
|
|
2024
Q2 | $1.63K | Hold |
75
| – | – | ﹤0.01% | 909 |
|
|
2024
Q1 | $1.65K | Hold |
75
| – | – | ﹤0.01% | 834 |
|
|
2023
Q4 | $1.71K | Hold |
75
| – | – | ﹤0.01% | 807 |
|
|
2023
Q3 | $1.6K | Sell |
75
-225
| -75% | -$4.79K | ﹤0.01% | 778 |
|
|
2023
Q2 | $6.63K | Hold |
300
| – | – | ﹤0.01% | 658 |
|
|
2023
Q1 | $6.95K | Sell |
300
-165
| -35% | -$3.82K | ﹤0.01% | 653 |
|
|
2022
Q4 | $10 | Hold |
465
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $9 | Hold |
465
| – | – | ﹤0.01% | 612 |
|
|
2022
Q2 | $11 | Hold |
465
| – | – | ﹤0.01% | 591 |
|
|
2022
Q1 | $13 | Hold |
465
| – | – | ﹤0.01% | 579 |
|
|
2021
Q4 | $15 | Hold |
465
| – | – | ﹤0.01% | 538 |
|
|
2021
Q3 | $15 | Buy |
465
+300
| +182% | +$10 | ﹤0.01% | 526 |
|
|
2021
Q2 | $5 | Buy |
165
+100
| +154% | +$3 | ﹤0.01% | 640 |
|
|
2021
Q1 | $2 | Hold |
65
| – | – | ﹤0.01% | 684 |
|
|
2020
Q4 | $1 | Hold |
65
| – | – | ﹤0.01% | 628 |
|
|
2020
Q3 | $1 | Hold |
65
| – | – | ﹤0.01% | 639 |
|
|
2020
Q2 | $1 | Hold |
65
| – | – | ﹤0.01% | 626 |
|
|
2020
Q1 | $1 | Buy |
+65
| New | +$1 | ﹤0.01% | 635 |
|
|
2019
Q2 | $6 | Buy |
+215
| New | +$6 | ﹤0.01% | 533 |
|
|
2018
Q4 | $5.67K | Buy |
+215
| New | +$5.67K | ﹤0.01% | 546 |
|
|
2018
Q3 | – | Sell |
-215
| Closed | -$5.95K | – | 788 |
|
|
2018
Q2 | $5.95K | Hold |
215
| – | – | ﹤0.01% | 655 |
|
|
2018
Q1 | $5.7K | Hold |
215
| – | – | ﹤0.01% | 642 |
|
|
2017
Q4 | $6.34K | Hold |
215
| – | – | ﹤0.01% | 652 |
|
|
2017
Q3 | $6.76K | Hold |
215
| – | – | ﹤0.01% | 625 |
|
|
2017
Q2 | $6.79K | Buy |
215
+150
| +231% | +$4.74K | ﹤0.01% | 619 |
|
|
2017
Q1 | $2.15K | Buy |
+65
| New | +$2.15K | ﹤0.01% | 707 |
|