WFG Advisors’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
Q2 | – | Sell |
-45
| Closed | -$1K | – | 1622 |
|
|
2016
Q1 | $1K | Sell |
45
-200
| -82% | -$4.44K | ﹤0.01% | 1420 |
|
|
2015
Q4 | $7K | Hold |
245
| – | – | ﹤0.01% | 1158 |
|
|
2015
Q3 | $7K | Hold |
245
| – | – | ﹤0.01% | 1181 |
|
|
2015
Q2 | $7K | Hold |
245
| – | – | ﹤0.01% | 1265 |
|
|
2015
Q1 | $7K | Sell |
245
-2,201
| -90% | -$62.9K | ﹤0.01% | 1283 |
|
|
2014
Q4 | $72K | Sell |
2,446
-1,556
| -39% | -$45.8K | 0.01% | 747 |
|
|
2014
Q3 | $120K | Sell |
4,002
-426
| -10% | -$12.8K | 0.02% | 599 |
|
|
2014
Q2 | $134K | Buy |
4,428
+944
| +27% | +$28.6K | 0.03% | 556 |
|
|
2014
Q1 | $104K | Buy |
3,484
+2,960
| +565% | +$88.4K | 0.02% | 625 |
|
|
2013
Q4 | $16K | Hold |
524
| – | – | ﹤0.01% | 1423 |
|
|
2013
Q3 | $14K | Hold |
524
| – | – | ﹤0.01% | 1398 |
|
|
2013
Q2 | $14K | Buy |
+524
| New | +$14K | ﹤0.01% | 1348 |
|