NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,343
| Closed | -$296K | – | 753 |
|
|
2023
Q3 | $296K | Sell |
2,343
-794
| -25% | -$100K | 0.01% | 548 |
|
|
2023
Q2 | $417K | Sell |
3,137
-380
| -11% | -$50.6K | 0.01% | 477 |
|
|
2023
Q1 | $466K | Sell |
3,517
-87
| -2% | -$11.5K | 0.02% | 421 |
|
|
2022
Q4 | $450K | Buy |
+3,604
| New | +$450K | 0.02% | 384 |
|