Global Retirement Partners’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
Q2 | – | Sell |
-50
| Closed | -$7.39K | – | 3590 |
|
|
2024
Q1 | $7.39K | Hold |
50
| – | – | ﹤0.01% | 2248 |
|
|
2023
Q4 | $6.62K | Hold |
50
| – | – | ﹤0.01% | 2217 |
|
|
2023
Q3 | $6.24K | Hold |
50
| – | – | ﹤0.01% | 2111 |
|
|
2023
Q2 | $6.65K | Hold |
50
| – | – | ﹤0.01% | 2102 |
|
|
2023
Q1 | $6.43K | Hold |
50
| – | – | ﹤0.01% | 2080 |
|
|
2022
Q4 | $6.24K | Hold |
50
| – | – | ﹤0.01% | 1950 |
|
|
2022
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 1866 |
|
|
2022
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 1824 |
|
|
2022
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 1770 |
|
|
2021
Q1 | – | Sell |
-6,169
| Closed | -$700K | – | 1824 |
|
|
2020
Q4 | $700K | Buy |
+6,169
| New | +$700K | 0.09% | 194 |
|
|
2019
Q3 | – | Sell |
-228
| Closed | -$22K | – | 1641 |
|
|
2019
Q2 | $22K | Hold |
228
| – | – | ﹤0.01% | 859 |
|
|
2019
Q1 | $21K | Hold |
228
| – | – | 0.01% | 807 |
|
|
2018
Q4 | $19K | Buy |
+228
| New | +$19K | ﹤0.01% | 761 |
|
|
2018
Q1 | – | Sell |
-8,212
| Closed | -$839K | – | 1515 |
|
|
2017
Q4 | $839K | Buy |
+8,212
| New | +$839K | 0.23% | 87 |
|