Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,665
| Closed | -$1.29M | – | 95 |
|
|
2017
Q4 | $1.29M | Hold |
12,665
| – | – | 0.24% | 76 |
|
|
2017
Q3 | $1.21M | Buy |
12,665
+2,875
| +29% | +$275K | 0.23% | 76 |
|
|
2017
Q2 | $875K | Sell |
9,790
-2,875
| -23% | -$257K | 0.18% | 81 |
|
|
2017
Q1 | $1.13M | Hold |
12,665
| – | – | 0.25% | 70 |
|
|
2016
Q4 | $1.05M | Buy |
+12,665
| New | +$1.05M | 0.25% | 69 |
|