BWA
BDO Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $77.3K | Hold |
581
| – | – | 0.01% | 367 |
|
|
2023
Q1 | $77K | Sell |
581
-8,175
| -93% | -$1.08M | 0.01% | 354 |
|
|
2022
Q4 | $1.09M | Buy |
8,756
+1
| +0% | +$125 | 0.14% | 127 |
|
|
2022
Q3 | $947K | Buy |
8,755
+3
| +0% | +$325 | 0.13% | 124 |
|
|
2022
Q2 | $1.03M | Buy |
8,752
+5,617
| +179% | +$661K | 0.13% | 122 |
|
|
2022
Q1 | $469K | Buy |
3,135
+310
| +11% | +$46.4K | 0.05% | 187 |
|
|
2021
Q4 | $396K | Hold |
2,825
| – | – | 0.04% | 206 |
|
|
2021
Q3 | $352K | Buy |
2,825
+225
| +9% | +$28K | 0.04% | 216 |
|
|
2021
Q2 | $339K | Sell |
2,600
-100
| -4% | -$13K | 0.04% | 228 |
|
|
2021
Q1 | $339K | Buy |
2,700
+1,085
| +67% | +$136K | 0.04% | 219 |
|
|
2020
Q4 | $183K | Sell |
1,615
-200
| -11% | -$22.7K | 0.03% | 239 |
|
|
2020
Q3 | $179K | Sell |
1,815
-177
| -9% | -$17.5K | 0.03% | 228 |
|
|
2020
Q2 | $178K | Sell |
1,992
-150
| -7% | -$13.4K | 0.03% | 227 |
|
|
2020
Q1 | $148K | Buy |
2,142
+177
| +9% | +$12.2K | 0.03% | 233 |
|
|
2019
Q4 | $192K | Sell |
1,965
-50
| -2% | -$4.89K | 0.05% | 195 |
|
|
2019
Q3 | $186K | Sell |
2,015
-60
| -3% | -$5.54K | 0.05% | 199 |
|
|
2019
Q2 | $197K | Sell |
2,075
-143
| -6% | -$13.6K | 0.05% | 191 |
|
|
2019
Q1 | $203K | Hold |
2,218
| – | – | 0.06% | 170 |
|
|
2018
Q4 | $186K | Hold |
2,218
| – | – | 0.06% | 155 |
|
|
2018
Q3 | $218K | Hold |
2,218
| – | – | 0.07% | 147 |
|
|
2018
Q2 | $220K | Hold |
2,218
| – | – | 0.07% | 151 |
|
|
2018
Q1 | $213K | Sell |
2,218
-215
| -9% | -$20.6K | 0.08% | 124 |
|
|
2017
Q4 | $249K | Hold |
2,433
| – | – | 0.11% | 98 |
|
|
2017
Q3 | $233K | Sell |
2,433
-200
| -8% | -$19.2K | 0.12% | 95 |
|
|
2017
Q2 | $235K | Buy |
+2,633
| New | +$235K | 0.1% | 120 |
|