Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-374
| Closed | -$38K | – | 685 |
|
|
2017
Q4 | $38K | Hold |
374
| – | – | 0.01% | 363 |
|
|
2017
Q3 | $36K | Hold |
374
| – | – | 0.01% | 377 |
|
|
2017
Q2 | $33K | Hold |
374
| – | – | 0.01% | 360 |
|
|
2017
Q1 | $33K | Hold |
374
| – | – | 0.01% | 372 |
|
|
2016
Q4 | $31K | Hold |
374
| – | – | 0.01% | 379 |
|
|
2016
Q3 | $30K | Hold |
374
| – | – | 0.01% | 392 |
|
|
2016
Q2 | $29K | Hold |
374
| – | – | 0.01% | 400 |
|
|
2016
Q1 | $27K | Hold |
374
| – | – | 0.01% | 399 |
|
|
2015
Q4 | $26K | Buy |
+374
| New | +$26K | 0.01% | 409 |
|