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Butensky & Cohen Financial Security’s iShares US Basic Materials ETF IYM Stock Holding History

Butensky & Cohen Financial Security’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-255
Closed -$19K – 127
2016
Q1 		$19K Buy
255
+20
+9% +$1.34K 0.02% 89
2015
Q4 		$17K Hold
235
– – 0.02% 94
2015
Q3 		$15K Hold
235
– – 0.02% 95
2015
Q2 		$19K Buy
235
+30
+15% +$2.52K 0.02% 92
2015
Q1 		$17K Buy
205
+35
+21% +$2.9K 0.02% 95
2014
Q4 		$14K Buy
+170
New +$14.1K 0.01% 95

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CI
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Morgan Stanley
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Goldman Sachs
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Wells Fargo
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UCFA
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CB
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Envestnet Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return