Madden Advisory Services’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
Q1 | – | Sell |
-7,630
| Closed | -$747K | – | 84 |
|
2019
Q4 | $747K | Hold |
7,630
| – | – | 0.49% | 49 |
|
2019
Q3 | $704K | Hold |
7,630
| – | – | 0.5% | 51 |
|
2019
Q2 | $724K | Hold |
7,630
| – | – | 0.45% | 51 |
|
2019
Q1 | $697K | Hold |
7,630
| – | – | 0.37% | 58 |
|
2018
Q4 | $640K | Hold |
7,630
| – | – | 0.39% | 57 |
|
2018
Q3 | $750K | Hold |
7,630
| – | – | 0.45% | 50 |
|
2018
Q2 | $755K | Hold |
7,630
| – | – | 0.48% | 49 |
|
2018
Q1 | $733K | Hold |
7,630
| – | – | 0.44% | 57 |
|
2017
Q4 | $779K | Hold |
7,630
| – | – | 0.47% | 54 |
|
2017
Q3 | $730K | Hold |
7,630
| – | – | 0.46% | 54 |
|
2017
Q2 | $681K | Sell |
7,630
-80
| -1% | -$7.14K | 0.45% | 57 |
|
2017
Q1 | $687K | Hold |
7,710
| – | – | 0.44% | 57 |
|
2016
Q4 | $641K | Hold |
7,710
| – | – | 0.43% | 58 |
|
2016
Q3 | $608K | Hold |
7,710
| – | – | 0.37% | 63 |
|
2016
Q2 | $585K | Sell |
7,710
-115
| -1% | -$8.73K | 0.36% | 65 |
|
2016
Q1 | $573K | Sell |
7,825
-300
| -4% | -$22K | 0.37% | 63 |
|
2015
Q4 | $573K | Sell |
8,125
-250
| -3% | -$17.6K | 0.38% | 61 |
|
2015
Q3 | $542K | Sell |
8,375
-25
| -0.3% | -$1.62K | 0.36% | 65 |
|
2015
Q2 | $676K | Sell |
8,400
-176
| -2% | -$14.2K | 0.4% | 62 |
|
2015
Q1 | $702K | Sell |
8,576
-945
| -10% | -$77.4K | 0.42% | 61 |
|
2014
Q4 | $785K | Sell |
9,521
-2,156
| -18% | -$178K | 0.45% | 59 |
|
2014
Q3 | $1.01M | Buy |
11,677
+2
| +0% | +$172 | 0.52% | 53 |
|
2014
Q2 | $1.02M | Buy |
11,675
+128
| +1% | +$11.2K | 0.52% | 52 |
|
2014
Q1 | $962K | Buy |
11,547
+5,235
| +83% | +$436K | 0.53% | 52 |
|
2013
Q4 | $514K | Buy |
6,312
+3,947
| +167% | +$321K | 0.39% | 56 |
|
2013
Q3 | $175K | Buy |
2,365
+115
| +5% | +$8.51K | 0.15% | 67 |
|
2013
Q2 | $151K | Buy |
+2,250
| New | +$151K | 0.12% | 70 |
|