Blackston Financial Advisory Group’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
Q3 | – | Sell |
-3,550
| Closed | -$472K | – | 93 |
|
|
2023
Q2 | $472K | Sell |
3,550
-44
| -1% | -$5.85K | 0.34% | 45 |
|
|
2023
Q1 | $476K | Buy |
3,594
+1,530
| +74% | +$203K | 0.36% | 48 |
|
|
2022
Q4 | $258K | Buy |
2,064
+21
| +1% | +$2.63K | 0.19% | 78 |
|
|
2022
Q3 | $242K | Sell |
2,043
-386
| -16% | -$45.7K | 0.17% | 77 |
|
|
2022
Q2 | $284K | Sell |
2,429
-3,502
| -59% | -$409K | 0.19% | 70 |
|
|
2022
Q1 | $739K | Buy |
+5,931
| New | +$739K | 0.48% | 31 |
|