KNW
Kesler Norman & Wride’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,374
| Closed | -$328K | – | 157 |
|
|
2023
Q4 | $328K | Buy |
2,374
+581
| +32% | +$80.3K | 0.08% | 140 |
|
|
2023
Q3 | $227K | Buy |
+1,793
| New | +$227K | 0.06% | 150 |
|
|
2023
Q1 | – | Sell |
-3,550
| Closed | -$443K | – | 157 |
|
|
2022
Q4 | $443K | Sell |
3,550
-25,337
| -88% | -$3.16M | 0.11% | 133 |
|
|
2022
Q3 | $3.12M | Buy |
28,887
+7,887
| +38% | +$853K | 0.87% | 50 |
|
|
2022
Q2 | $2.47M | Buy |
21,000
+19,571
| +1,370% | +$2.3M | 0.69% | 63 |
|
|
2022
Q1 | $214K | Buy |
+1,429
| New | +$214K | 0.05% | 139 |
|