Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-75
| Closed | -$5K | – | 116 |
|
|
2020
Q1 | $5K | Sell |
75
-410
| -85% | -$27.3K | ﹤0.01% | 104 |
|
|
2019
Q4 | $48K | Hold |
485
| – | – | 0.01% | 63 |
|
|
2019
Q3 | $45K | Sell |
485
-20
| -4% | -$1.86K | 0.01% | 65 |
|
|
2019
Q2 | $48K | Hold |
505
| – | – | 0.01% | 76 |
|
|
2019
Q1 | $46K | Sell |
505
-101
| -17% | -$9.2K | 0.01% | 67 |
|
|
2018
Q4 | $51K | Sell |
606
-190
| -24% | -$16K | 0.02% | 110 |
|
|
2018
Q3 | $78K | Sell |
796
-713
| -47% | -$69.9K | 0.02% | 97 |
|
|
2018
Q2 | $149K | Sell |
1,509
-66
| -4% | -$6.52K | 0.04% | 73 |
|
|
2018
Q1 | $151K | Sell |
1,575
-1,020
| -39% | -$97.8K | 0.05% | 63 |
|
|
2017
Q4 | $265K | Sell |
2,595
-765
| -23% | -$78.1K | 0.07% | 60 |
|
|
2017
Q3 | $322K | Sell |
3,360
-94
| -3% | -$9.01K | 0.11% | 40 |
|
|
2017
Q2 | $309K | Sell |
3,454
-76
| -2% | -$6.8K | 0.11% | 55 |
|
|
2017
Q1 | $315K | Sell |
3,530
-1,780
| -34% | -$159K | 0.12% | 55 |
|
|
2016
Q4 | $453K | Buy |
+5,310
| New | +$453K | 0.27% | 40 |
|