Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.15M | Buy |
24,937
+3,381
| +16% | +$427K | 2.62% | 13 |
|
|
2023
Q2 | $2.87M | Sell |
21,556
-6,483
| -23% | -$863K | 2.6% | 12 |
|
|
2023
Q1 | $3.72M | Buy |
28,039
+25,992
| +1,270% | +$3.44M | 3.43% | 9 |
|
|
2022
Q4 | $255K | Sell |
2,047
-706
| -26% | -$88.1K | 0.19% | 60 |
|
|
2022
Q3 | $298K | Sell |
2,753
-11,771
| -81% | -$1.27M | 0.22% | 52 |
|
|
2022
Q2 | $1.71M | Buy |
14,524
+6,773
| +87% | +$799K | 1.39% | 18 |
|
|
2022
Q1 | $1.16M | Buy |
+7,751
| New | +$1.16M | 0.63% | 34 |
|