Affiance Financial’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,072
| Closed | -$134K | – | 265 |
|
2022
Q4 | $134K | Hold |
1,072
| – | – | 0.05% | 116 |
|
2022
Q3 | $116K | Hold |
1,072
| – | – | 0.07% | 84 |
|
2022
Q2 | $126K | Hold |
1,072
| – | – | 0.07% | 88 |
|
2022
Q1 | $160K | Hold |
1,072
| – | – | 0.08% | 97 |
|
2021
Q4 | $150K | Hold |
1,072
| – | – | 0.06% | 109 |
|
2021
Q3 | $133K | Hold |
1,072
| – | – | 0.06% | 114 |
|
2021
Q2 | $140K | Hold |
1,072
| – | – | 0.06% | 115 |
|
2021
Q1 | $135K | Hold |
1,072
| – | – | 0.06% | 113 |
|
2020
Q4 | $122K | Hold |
1,072
| – | – | 0.06% | 103 |
|
2020
Q3 | $106K | Sell |
1,072
-147
| -12% | -$14.5K | 0.06% | 102 |
|
2020
Q2 | $109K | Hold |
1,219
| – | – | 0.06% | 97 |
|
2020
Q1 | $84K | Hold |
1,219
| – | – | 0.06% | 89 |
|
2019
Q4 | $119K | Buy |
+1,219
| New | +$119K | 0.07% | 100 |
|
2015
Q3 | – | Sell |
-3,155
| Closed | -$254K | – | 86 |
|
2015
Q2 | $254K | Sell |
3,155
-275
| -8% | -$22.1K | 0.32% | 78 |
|
2015
Q1 | $281K | Sell |
3,430
-66
| -2% | -$5.41K | 0.43% | 68 |
|
2014
Q4 | $288K | Buy |
+3,496
| New | +$288K | 0.51% | 57 |
|