Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,000
| Closed | -$263K | – | 139 |
|
|
2014
Q2 | $263K | Hold |
3,000
| – | – | 0.14% | 113 |
|
|
2014
Q1 | $250K | Sell |
3,000
-2,780
| -48% | -$232K | 0.15% | 101 |
|
|
2013
Q4 | $471K | Sell |
5,780
-1,800
| -24% | -$147K | 0.28% | 61 |
|
|
2013
Q3 | $561K | Hold |
7,580
| – | – | 0.37% | 51 |
|
|
2013
Q2 | $508K | Buy |
+7,580
| New | +$508K | 0.36% | 57 |
|