LWM
LBA Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $302K | Hold |
3,383
| – | – | 0.16% | 88 |
|
|
2016
Q4 | $281K | Sell |
3,383
-150
| -4% | -$12.5K | 0.15% | 87 |
|
|
2016
Q3 | $279K | Hold |
3,533
| – | – | 0.16% | 94 |
|
|
2016
Q2 | $268K | Sell |
3,533
-190
| -5% | -$14.4K | 0.15% | 96 |
|
|
2016
Q1 | $273K | Hold |
3,723
| – | – | 0.16% | 98 |
|
|
2015
Q4 | $263K | Sell |
3,723
-550
| -13% | -$38.9K | 0.15% | 102 |
|
|
2015
Q3 | $277K | Buy |
4,273
+218
| +5% | +$14.1K | 0.17% | 91 |
|
|
2015
Q2 | $327K | Sell |
4,055
-95
| -2% | -$7.66K | 0.21% | 80 |
|
|
2015
Q1 | $340K | Sell |
4,150
-75
| -2% | -$6.15K | 0.21% | 81 |
|
|
2014
Q4 | $348K | Sell |
4,225
-1,245
| -23% | -$103K | 0.23% | 62 |
|
|
2014
Q3 | $471K | Buy |
5,470
+255
| +5% | +$22K | 0.33% | 48 |
|
|
2014
Q2 | $456K | Sell |
5,215
-275
| -5% | -$24K | 0.37% | 50 |
|
|
2014
Q1 | $457K | Hold |
5,490
| – | – | 0.37% | 51 |
|
|
2013
Q4 | $447K | Buy |
+5,490
| New | +$447K | 0.37% | 53 |
|