ACG Wealth’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $447K | Hold |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $535K | Sell |
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|
2021
Q1 | $613K | Sell |
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|
2020
Q4 | $554K | Sell |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $557K | Hold |
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|
2019
Q4 | $787K | Hold |
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|
2019
Q3 | $742K | Hold |
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|
2019
Q2 | $764K | Sell |
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|
2019
Q1 | $770K | Sell |
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|
2018
Q4 | $814K | Buy |
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|
2018
Q3 | $954K | Buy |
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|
2018
Q2 | $960K | Sell |
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|
2018
Q1 | $934K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $940K | Hold |
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|
2016
Q3 | $893K | Sell |
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|
2016
Q2 | $865K | Sell |
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|
2016
Q1 | $837K | Sell |
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|
2015
Q4 | $919K | Sell |
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|
2015
Q3 | $1.31M | Sell |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $1.79M | Sell |
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|
2014
Q4 | $1.99M | Hold |
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|
2014
Q3 | $2.08M | Sell |
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|
2014
Q2 | $2.28M | Sell |
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|
2014
Q1 | $2.23M | Sell |
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|
2013
Q4 | $2.23M | Buy |
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