BFS
Bard Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$399K | – | 269 |
|
|
2023
Q2 | $399K | Hold |
3,000
| – | – | 0.03% | 231 |
|
|
2023
Q1 | $398K | Hold |
3,000
| – | – | 0.03% | 227 |
|
|
2022
Q4 | $374K | Hold |
3,000
| – | – | 0.03% | 229 |
|
|
2022
Q3 | $324K | Hold |
3,000
| – | – | 0.03% | 231 |
|
|
2022
Q2 | $353K | Hold |
3,000
| – | – | 0.03% | 223 |
|
|
2022
Q1 | $449K | Hold |
3,000
| – | – | 0.04% | 202 |
|
|
2021
Q4 | $421K | Hold |
3,000
| – | – | 0.03% | 201 |
|
|
2021
Q3 | $374K | Hold |
3,000
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $291K | Hold |
3,000
| – | – | 0.03% | 224 |
|
|
2021
Q1 | $377K | Hold |
3,000
| – | – | 0.04% | 199 |
|
|
2020
Q4 | $340K | Buy |
+3,000
| New | +$340K | 0.03% | 198 |
|