Harvest Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,943
| Closed | -$1.06M | – | 169 |
|
|
2023
Q2 | $1.06M | Buy |
7,943
+6,362
| +402% | +$846K | 0.6% | 56 |
|
|
2023
Q1 | $210K | Buy |
+1,581
| New | +$210K | 0.16% | 120 |
|
|
2021
Q1 | – | Sell |
-22,824
| Closed | -$2.59M | – | 265 |
|
|
2020
Q4 | $2.59M | Buy |
22,824
+16,644
| +269% | +$1.89M | 1.33% | 14 |
|
|
2020
Q3 | $610K | Buy |
6,180
+2,958
| +92% | +$292K | 0.35% | 73 |
|
|
2020
Q2 | $287K | Buy |
+3,222
| New | +$287K | 0.17% | 141 |
|