AWS
Aspen Wealth Strategies’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,793
| Closed | -$407K | – | 85 |
|
|
2024
Q2 | $407K | Buy |
2,793
+262
| +10% | +$38.2K | 0.28% | 49 |
|
|
2024
Q1 | $374K | Sell |
2,531
-288
| -10% | -$42.6K | 0.26% | 53 |
|
|
2023
Q4 | $390K | Buy |
2,819
+35
| +1% | +$4.84K | 0.28% | 50 |
|
|
2023
Q3 | $352K | Buy |
2,784
+686
| +33% | +$86.7K | 0.27% | 43 |
|
|
2023
Q2 | $279K | Buy |
+2,098
| New | +$279K | 0.21% | 60 |
|