LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $64K | Sell |
652
-13
| -2% | -$1.28K | 0.03% | 229 |
|
|
2020
Q2 | $59K | Sell |
665
-14
| -2% | -$1.24K | 0.03% | 227 |
|
|
2020
Q1 | $47K | Sell |
679
-10
| -1% | -$692 | 0.03% | 227 |
|
|
2019
Q4 | $67K | Sell |
689
-10
| -1% | -$972 | 0.03% | 217 |
|
|
2019
Q3 | $64K | Sell |
699
-4
| -0.6% | -$366 | 0.03% | 214 |
|
|
2019
Q2 | $67K | Hold |
703
| – | – | 0.03% | 214 |
|
|
2019
Q1 | $64K | Sell |
703
-28
| -4% | -$2.55K | 0.03% | 216 |
|
|
2018
Q4 | $61K | Hold |
731
| – | – | 0.04% | 214 |
|
|
2018
Q3 | $72K | Sell |
731
-20
| -3% | -$1.97K | 0.04% | 215 |
|
|
2018
Q2 | $74K | Hold |
751
| – | – | 0.04% | 204 |
|
|
2018
Q1 | $72K | Buy |
+751
| New | +$72K | 0.04% | 194 |
|
|
2015
Q2 | – | Sell |
-2,970
| Closed | -$243K | – | 99 |
|
|
2015
Q1 | $243K | Buy |
2,970
+467
| +19% | +$38.2K | 0.16% | 67 |
|
|
2014
Q4 | $206K | Sell |
2,503
-64,197
| -96% | -$5.28M | 0.14% | 78 |
|
|
2014
Q3 | $5.74M | Sell |
66,700
-4,864
| -7% | -$419K | 4.86% | 6 |
|
|
2014
Q2 | $6.26M | Sell |
71,564
-6,265
| -8% | -$548K | 4.46% | 9 |
|
|
2014
Q1 | $6.48M | Sell |
77,829
-216
| -0.3% | -$18K | 5.15% | 5 |
|
|
2013
Q4 | $6.36M | Buy |
78,045
+78,044
| +7,804,400% | +$6.35M | 4.33% | 8 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 228 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 203 |
|