Capital Asset Advisory Services’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
2021
Q4
Sell
-2,046
Closed -$255K 657
2021
Q3
$255K Buy
2,046
+419
+26% +$52.2K 0.03% 376
2021
Q2
$212K Buy
1,627
+62
+4% +$8.08K 0.02% 418
2021
Q1
$197K Buy
1,565
+1,088
+228% +$137K 0.03% 418
2020
Q4
$54K Buy
+477
New +$54K 0.01% 595