Fusion Family Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-75	Closed	-$5K	–	116
2020 Q1	$5K	Sell	75 -410	-85%	-$35.3K	﹤0.01%	104
2019 Q4	$48K	Hold	485	–	–	0.01%	63
2019 Q3	$45K	Sell	485 -20	-4%	-$1.84K	0.01%	65
2019 Q2	$48K	Hold	505	–	–	0.01%	76
2019 Q1	$46K	Sell	505 -101	-17%	-$9.07K	0.01%	67
2018 Q4	$51K	Sell	606 -190	-24%	-$17K	0.02%	110
2018 Q3	$78K	Sell	796 -713	-47%	-$71.7K	0.02%	97
2018 Q2	$149K	Sell	1,509 -66	-4%	-$6.6K	0.04%	73
2018 Q1	$151K	Sell	1,575 -1,020	-39%	-$105K	0.05%	63
2017 Q4	$265K	Sell	2,595 -765	-23%	-$75.9K	0.07%	60
2017 Q3	$322K	Sell	3,360 -94	-3%	-$8.69K	0.11%	40
2017 Q2	$309K	Sell	3,454 -76	-2%	-$6.75K	0.11%	55
2017 Q1	$315K	Sell	3,530 -1,780	-34%	-$156K	0.12%	55
2016 Q4	$453K	Buy	+5,310	New	+$430K	0.27%	40