55I LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$416K Sell
3,848
-858
-18% -$92.8K 0.01% 424
2022
Q2
$554K Buy
4,706
+2,100
+81% +$247K 0.02% 337
2022
Q1
$390K Buy
+2,606
New +$390K 0.01% 392