WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $429 | Hold |
16
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q3 | $404 | Hold |
16
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q2 | $348 | Hold |
16
| – | – | ﹤0.01% | 1061 |
|
|
2024
Q1 | $352 | Buy |
+16
| New | +$352 | ﹤0.01% | 1077 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | -$341 | – | 534 |
|
|
2023
Q3 | $341 | Hold |
16
| – | – | ﹤0.01% | 873 |
|
|
2023
Q2 | $354 | Hold |
16
| – | – | ﹤0.01% | 859 |
|
|
2023
Q1 | $371 | Hold |
16
| – | – | ﹤0.01% | 870 |
|
|
2022
Q4 | $359 | Hold |
16
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $334 | Hold |
16
| – | – | ﹤0.01% | 455 |
|
|
2022
Q2 | $402 | Hold |
16
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $478 | Buy |
+16
| New | +$478 | ﹤0.01% | 479 |
|