Dorchester Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,365
| Closed | -$206K | – | 157 |
|
|
2024
Q3 | $206K | Buy |
+1,365
| New | +$206K | 0.04% | 149 |
|
|
2024
Q2 | – | Sell |
-1,365
| Closed | -$201K | – | 167 |
|
|
2024
Q1 | $201K | Buy |
+1,365
| New | +$201K | 0.04% | 156 |
|
|
2022
Q2 | – | Sell |
-1,185
| Closed | -$224K | – | 163 |
|
|
2022
Q1 | $224K | Buy |
+1,185
| New | +$224K | 0.04% | 152 |
|