BDO Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $77.3K | Hold |
|
|||||
|
2023
Q1 | $77K | Sell |
|
|||||
|
2022
Q4 | $1.09M | Buy |
|
|||||
|
2022
Q3 | $947K | Buy |
|
|||||
|
2022
Q2 | $1.03M | Buy |
|
|||||
|
2022
Q1 | $469K | Buy |
|
|||||
|
2021
Q4 | $396K | Hold |
|
|||||
|
2021
Q3 | $352K | Buy |
|
|||||
|
2021
Q2 | $339K | Sell |
|
|||||
|
2021
Q1 | $339K | Buy |
|
|||||
|
2020
Q4 | $183K | Sell |
|
|||||
|
2020
Q3 | $179K | Sell |
|
|||||
|
2020
Q2 | $178K | Sell |
|
|||||
|
2020
Q1 | $148K | Buy |
|
|||||
|
2019
Q4 | $192K | Sell |
|
|||||
|
2019
Q3 | $186K | Sell |
|
|||||
|
2019
Q2 | $197K | Sell |
|
|||||
|
2019
Q1 | $203K | Hold |
|
|||||
|
2018
Q4 | $186K | Hold |
|
|||||
|
2018
Q3 | $218K | Hold |
|
|||||
|
2018
Q2 | $220K | Hold |
|
|||||
|
2018
Q1 | $213K | Sell |
|
|||||
|
2017
Q4 | $249K | Hold |
|
|||||
|
2017
Q3 | $233K | Sell |
|
|||||
|
2017
Q2 | $235K | Buy |
|