BFA
Beaumont Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-30,864
| Closed | -$2.75M | – | 183 |
|
|
2017
Q1 | $2.75M | Buy |
+30,864
| New | +$2.75M | 0.38% | 67 |
|
|
2014
Q4 | – | Sell |
-369,009
| Closed | -$31.8M | – | 166 |
|
|
2014
Q3 | $31.8M | Buy |
369,009
+62,354
| +20% | +$5.37M | 2.08% | 7 |
|
|
2014
Q2 | $26.8M | Sell |
306,655
-127,234
| -29% | -$11.1M | 1.9% | 17 |
|
|
2014
Q1 | $36.1M | Buy |
433,889
+100,815
| +30% | +$8.39M | 2.97% | 6 |
|
|
2013
Q4 | $27.1M | Sell |
333,074
-55,370
| -14% | -$4.51M | 2.23% | 9 |
|
|
2013
Q3 | $28.7M | Buy |
388,444
+45,856
| +13% | +$3.39M | 2.55% | 8 |
|
|
2013
Q2 | $23M | Buy |
+342,588
| New | +$23M | 2.12% | 14 |
|