Calton & Associates’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 |
-1,740
| Closed | -$231K | – | 229 |
|
|
2023
Q1 | $231K | Buy |
+1,740
| New | +$231K | 0.11% | 192 |
|
|
2021
Q4 | – | Sell |
-3,138
| Closed | -$390K | – | 387 |
|
|
2021
Q3 | $390K | Sell |
3,138
-3,887
| -55% | -$483K | 0.09% | 235 |
|
|
2021
Q2 | $916K | Buy |
+7,025
| New | +$916K | 0.17% | 125 |
|
|
2021
Q1 | – | Sell |
-11,227
| Closed | -$1.27M | – | 419 |
|
|
2020
Q4 | $1.27M | Buy |
+11,227
| New | +$1.27M | 0.23% | 84 |
|