Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-235
| Closed | -$29K | – | 653 |
|
|
2021
Q3 | $29K | Sell |
235
-115
| -33% | -$14.2K | 0.01% | 550 |
|
|
2021
Q2 | $46K | Hold |
350
| – | – | 0.02% | 338 |
|
|
2021
Q1 | $39K | Hold |
350
| – | – | 0.02% | 331 |
|
|
2020
Q4 | $39K | Hold |
350
| – | – | 0.02% | 327 |
|
|
2020
Q3 | $35K | Hold |
350
| – | – | 0.02% | 294 |
|
|
2020
Q2 | $31K | Hold |
350
| – | – | 0.02% | 308 |
|
|
2020
Q1 | $24K | Hold |
350
| – | – | 0.02% | 327 |
|
|
2019
Q4 | $34K | Hold |
350
| – | – | 0.03% | 323 |
|
|
2019
Q3 | $32K | Hold |
350
| – | – | 0.03% | 314 |
|
|
2019
Q2 | $33K | Hold |
350
| – | – | 0.03% | 321 |
|
|
2019
Q1 | $31K | Hold |
350
| – | – | 0.02% | 280 |
|
|
2018
Q4 | $29K | Buy |
+350
| New | +$29K | 0.02% | 274 |
|