MAWCM
Mine & Arao Wealth Creation & Management’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-423
| Closed | -$62.4K | – | 228 |
|
|
2024
Q1 | $62.4K | Buy |
423
+2
| +0.5% | +$295 | 0.03% | 134 |
|
|
2023
Q4 | $58.2K | Buy |
421
+4
| +1% | +$553 | 0.03% | 136 |
|
|
2023
Q3 | $52.6K | Hold |
417
| – | – | 0.03% | 134 |
|
|
2023
Q2 | $55.4K | Buy |
417
+2
| +0.5% | +$266 | 0.03% | 138 |
|
|
2023
Q1 | $55K | Sell |
415
-99
| -19% | -$13.1K | 0.04% | 136 |
|
|
2022
Q4 | $64.1K | Buy |
514
+6
| +1% | +$748 | 0.05% | 122 |
|
|
2022
Q3 | $55K | Hold |
508
| – | – | 0.04% | 130 |
|
|
2022
Q2 | $60K | Buy |
508
+4
| +0.8% | +$472 | 0.04% | 128 |
|
|
2022
Q1 | $75K | Buy |
504
+1
| +0.2% | +$149 | 0.04% | 124 |
|
|
2021
Q4 | $70K | Buy |
503
+3
| +0.6% | +$417 | 0.04% | 131 |
|
|
2021
Q3 | $62K | Hold |
500
| – | – | 0.04% | 132 |
|
|
2021
Q2 | $65K | Hold |
500
| – | – | 0.04% | 128 |
|
|
2021
Q1 | $63K | Hold |
500
| – | – | 0.04% | 126 |
|
|
2020
Q4 | $57K | Hold |
500
| – | – | 0.04% | 121 |
|
|
2020
Q3 | $49K | Hold |
500
| – | – | 0.04% | 121 |
|
|
2020
Q2 | $45K | Hold |
500
| – | – | 0.04% | 120 |
|
|
2020
Q1 | $35K | Hold |
500
| – | – | 0.04% | 122 |
|
|
2019
Q4 | $49K | Buy |
+500
| New | +$49K | 0.05% | 126 |
|