Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,041
| Closed | -$1.19M | – | 791 |
|
|
2022
Q3 | $1.19M | Buy |
11,041
+2,388
| +28% | +$258K | 0.03% | 660 |
|
|
2022
Q2 | $1.02M | Sell |
8,653
-30
| -0.3% | -$3.53K | 0.02% | 742 |
|
|
2022
Q1 | $1.3M | Buy |
+8,683
| New | +$1.3M | 0.02% | 737 |
|
|
2014
Q4 | – | Sell |
-3,600
| Closed | -$310K | – | 440 |
|
|
2014
Q3 | $310K | Sell |
3,600
-141
| -4% | -$12.1K | 0.03% | 357 |
|
|
2014
Q2 | $327K | Sell |
3,741
-19,461
| -84% | -$1.7M | 0.03% | 326 |
|
|
2014
Q1 | $1.93M | Buy |
23,202
+19,545
| +534% | +$1.63M | 0.2% | 99 |
|
|
2013
Q4 | $298K | Sell |
3,657
-11
| -0.3% | -$896 | 0.03% | 378 |
|
|
2013
Q3 | $271K | Buy |
+3,668
| New | +$271K | 0.03% | 385 |
|