Lionsbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,768
| Closed | -$1.61M | – | 45 |
|
|
2022
Q1 | $1.61M | Sell |
10,768
-434
| -4% | -$64.9K | 1.86% | 16 |
|
|
2021
Q4 | $1.57M | Sell |
11,202
-153
| -1% | -$21.4K | 1.69% | 23 |
|
|
2021
Q3 | $1.41M | Buy |
11,355
+2
| +0% | +$249 | 1.53% | 36 |
|
|
2021
Q2 | $1.48M | Buy |
11,353
+892
| +9% | +$116K | 1.58% | 30 |
|
|
2021
Q1 | $1.31M | Buy |
+10,461
| New | +$1.31M | 1.28% | 34 |
|