KF
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Krilogy Financial’s iShares US Basic Materials ETF IYM Stock Holding History

Krilogy Financial’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-302
Closed -$30K – 406
2018
Q3 		$30K Buy
+302
New +$30.4K 0.01% 376
2018
Q2 		– Sell
-302
Closed -$29K – 392
2018
Q1 		$29K Hold
302
– – 0.01% 394
2017
Q4 		$31K Hold
302
– – 0.01% 381
2017
Q3 		$29K Hold
302
– – 0.01% 424
2017
Q2 		$27K Hold
302
– – 0.01% 401
2017
Q1 		$25K Hold
302
– – 0.01% 392
2016
Q4 		$25K Hold
302
– – 0.01% 392
2016
Q3 		$24K Hold
302
– – 0.01% 413
2016
Q2 		$23K Buy
+302
New +$23K 0.01% 418

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UCFA
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Wells Fargo
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CAM
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Susquehanna International Group
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LPL Financial
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return