Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-321
| Closed | -$42.6K | – | 1988 |
|
|
2023
Q1 | $42.6K | Buy |
321
+164
| +104% | +$21.7K | ﹤0.01% | 1800 |
|
|
2022
Q4 | $19.6K | Buy |
+157
| New | +$19.6K | ﹤0.01% | 2201 |
|
|
2022
Q2 | – | Sell |
-987
| Closed | -$148K | – | 1205 |
|
|
2022
Q1 | $148K | Buy |
+987
| New | +$148K | 0.01% | 1043 |
|
|
2021
Q4 | – | Sell |
-10,396
| Closed | -$1.3M | – | 1231 |
|
|
2021
Q3 | $1.3M | Buy |
+10,396
| New | +$1.3M | 0.09% | 246 |
|
|
2021
Q2 | – | Sell |
-807
| Closed | -$101K | – | 1159 |
|
|
2021
Q1 | $101K | Sell |
807
-1,353
| -63% | -$169K | 0.01% | 999 |
|
|
2020
Q4 | $245K | Buy |
+2,160
| New | +$245K | 0.02% | 631 |
|