Avantax Advisory Services’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
Q3 | – | Sell |
-2,328
| Closed | -$274K | – | 1361 |
|
|
2022
Q2 | $274K | Sell |
2,328
-112
| -5% | -$13.2K | ﹤0.01% | 1051 |
|
|
2022
Q1 | $366K | Buy |
2,440
+7
| +0.3% | +$1.05K | 0.01% | 911 |
|
|
2021
Q4 | $341K | Sell |
2,433
-5
| -0.2% | -$701 | 0.01% | 919 |
|
|
2021
Q3 | $303K | Buy |
2,438
+73
| +3% | +$9.07K | 0.01% | 924 |
|
|
2021
Q2 | $308K | Buy |
2,365
+6
| +0.3% | +$781 | 0.01% | 894 |
|
|
2021
Q1 | $297K | Buy |
2,359
+6
| +0.3% | +$755 | 0.01% | 811 |
|
|
2020
Q4 | $266K | Sell |
2,353
-1,132
| -32% | -$128K | 0.01% | 775 |
|
|
2020
Q3 | $344K | Buy |
3,485
+1,050
| +43% | +$104K | 0.01% | 960 |
|
|
2020
Q2 | $218K | Buy |
+2,435
| New | +$218K | 0.01% | 753 |
|
|
2020
Q1 | – | Sell |
-2,419
| Closed | -$237K | – | 850 |
|
|
2019
Q4 | $237K | Buy |
+2,419
| New | +$237K | 0.01% | 723 |
|