Consilium Wealth Advisory’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
2022
Q3
Sell
-7,432
Closed -$875K 74
2022
Q2
$875K Buy
7,432
+169
+2% +$19.9K 0.94% 30
2022
Q1
$1.09M Sell
7,263
-480
-6% -$71.8K 0.78% 29
2021
Q4
$1.09M Buy
+7,743
New +$1.09M 0.7% 32