CWM
C2C Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,500
| Closed | -$433K | – | 161 |
|
|
2023
Q3 | $433K | Hold |
3,500
| – | – | 0.06% | 162 |
|
|
2023
Q2 | $471K | Hold |
3,500
| – | – | 0.06% | 159 |
|
|
2023
Q1 | $464K | Buy |
3,500
+1,500
| +75% | +$199K | 0.07% | 153 |
|
|
2022
Q4 | $264K | Sell |
2,000
-2,000
| -50% | -$264K | 0.05% | 146 |
|
|
2022
Q3 | $465K | Hold |
4,000
| – | – | 0.09% | 107 |
|
|
2022
Q2 | $472K | Sell |
4,000
-1,500
| -27% | -$177K | 0.09% | 108 |
|
|
2022
Q1 | $847K | Hold |
5,500
| – | – | 0.14% | 84 |
|
|
2021
Q4 | $771K | Buy |
+5,500
| New | +$771K | 0.11% | 99 |
|