Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-700
| Closed | -$56K | – | 556 |
|
|
2015
Q2 | $56K | Hold |
700
| – | – | 0.02% | 406 |
|
|
2015
Q1 | $57K | Hold |
700
| – | – | 0.02% | 383 |
|
|
2014
Q4 | $58K | Hold |
700
| – | – | 0.03% | 323 |
|
|
2014
Q3 | $60K | Hold |
700
| – | – | 0.03% | 289 |
|
|
2014
Q2 | $61K | Buy |
+700
| New | +$61K | 0.03% | 295 |
|
|
2013
Q4 | – | Sell |
-700
| Closed | -$52K | – | 360 |
|
|
2013
Q3 | $52K | Sell |
700
-300
| -30% | -$22.3K | 0.03% | 247 |
|
|
2013
Q2 | $67K | Buy |
+1,000
| New | +$67K | 0.05% | 208 |
|