Advisors Preferred’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-316
| Closed | -$43.6K | – | 234 |
|
|
2023
Q4 | $43.6K | Hold |
316
| – | – | 0.01% | 180 |
|
|
2023
Q3 | $39.3K | Buy |
316
+7
| +2% | +$925 | 0.01% | 161 |
|
|
2023
Q2 | $41.3K | Hold |
309
| – | – | 0.01% | 120 |
|
|
2023
Q1 | $41.1K | Buy |
309
+37
| +14% | +$4.92K | 0.01% | 116 |
|
|
2022
Q4 | $33.9K | Buy |
+272
| New | +$33.5K | 0.01% | 132 |
|
|
2021
Q4 | – | Sell |
-458
| Closed | -$58K | – | 206 |
|
|
2021
Q3 | $58K | Buy |
+458
| New | +$59.7K | 0.01% | 164 |
|
|
2018
Q2 | – | Sell |
-199
| Closed | -$19K | – | 241 |
|
|
2018
Q1 | $19K | Sell |
199
-961
| -83% | -$98.5K | 0.01% | 216 |
|
|
2017
Q4 | $119K | Buy |
+1,160
| New | +$115K | 0.05% | 111 |
|
|
2017
Q2 | – | Sell |
-1,492
| Closed | -$133 | – | 244 |
|
|
2017
Q1 | $133 | Buy |
1,492
+46
| +3% | +$4.03K | 0.07% | 103 |
|
|
2016
Q4 | $120K | Buy |
+1,446
| New | +$117K | 0.06% | 99 |
|
|
2016
Q3 | – | Sell |
-1,247
| Closed | -$95K | – | 225 |
|
|
2016
Q2 | $95K | Buy |
+1,247
| New | +$95.2K | 0.06% | 64 |
|
|
2015
Q2 | – | Sell |
-158
| Closed | -$12.9K | – | 250 |
|
|
2015
Q1 | $12.9K | Buy |
158
+9
| +6% | +$746 | 0.01% | 197 |
|
|
2014
Q4 | $12.3K | Sell |
149
-2,938
| -95% | -$244K | 0.01% | 265 |
|
|
2014
Q3 | $266K | Buy |
3,087
+939
| +44% | +$82.3K | 0.17% | 62 |
|
|
2014
Q2 | $188K | Sell |
2,148
-25,442
| -92% | -$2.16M | 0.1% | 70 |
|
|
2014
Q1 | $2.3M | Buy |
27,590
+17,577
| +176% | +$1.42M | 1.05% | 25 |
|
|
2013
Q4 | $815K | Buy |
+10,013
| New | +$776K | 0.45% | 53 |
|
Other funds holding IYM
PCH
CB
