Wintrust Investments’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-68,923
| Closed | -$2.27M | – | 425 |
|
2021
Q4 | $2.27M | Buy |
68,923
+1,832
| +3% | +$60.3K | 0.22% | 81 |
|
2021
Q3 | $2.18M | Sell |
67,091
-668
| -1% | -$21.7K | 0.29% | 63 |
|
2021
Q2 | $2.25M | Buy |
67,759
+3,592
| +6% | +$119K | 0.23% | 92 |
|
2021
Q1 | $2.08M | Buy |
+64,167
| New | +$2.08M | 0.21% | 95 |
|
2020
Q4 | – | Sell |
-67,964
| Closed | -$1.85M | – | 283 |
|
2020
Q3 | $1.85M | Sell |
67,964
-1,857
| -3% | -$50.5K | 0.25% | 83 |
|
2020
Q2 | $1.92M | Buy |
+69,821
| New | +$1.92M | 0.27% | 70 |
|