CFS
Commonwealth Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $343K | Buy |
3,856
+1,522
| +65% | +$135K | 0.37% | 30 |
|
|
2016
Q4 | $200K | Sell |
2,334
-68,201
| -97% | -$5.84M | 0.2% | 56 |
|
|
2016
Q3 | $5.57M | Buy |
70,535
+7,134
| +11% | +$563K | 5.24% | 4 |
|
|
2016
Q2 | $4.82M | Buy |
+63,401
| New | +$4.82M | 5.67% | 4 |
|
|
2015
Q3 | – | Sell |
-288
| Closed | -$23K | – | 244 |
|
|
2015
Q2 | $23K | Hold |
288
| – | – | 0.02% | 125 |
|
|
2015
Q1 | $24K | Hold |
288
| – | – | 0.02% | 127 |
|
|
2014
Q4 | $24K | Buy |
+288
| New | +$24K | 0.02% | 116 |
|