Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,300
| Closed | -$225K | – | 343 |
|
|
2019
Q4 | $225K | Hold |
2,300
| – | – | 0.03% | 257 |
|
|
2019
Q3 | $212K | Sell |
2,300
-100
| -4% | -$9.22K | 0.03% | 261 |
|
|
2019
Q2 | $228K | Hold |
2,400
| – | – | 0.03% | 244 |
|
|
2019
Q1 | $219K | Hold |
2,400
| – | – | 0.03% | 251 |
|
|
2018
Q4 | $202K | Buy |
2,400
+100
| +4% | +$8.42K | 0.04% | 240 |
|
|
2018
Q3 | $226K | Hold |
2,300
| – | – | 0.04% | 257 |
|
|
2018
Q2 | $228K | Buy |
+2,300
| New | +$228K | 0.06% | 226 |
|