Nikulski Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,477
| Closed | -$1.03M | – | 136 |
|
|
2023
Q4 | $1.03M | Sell |
7,477
-114
| -2% | -$15.8K | 0.38% | 66 |
|
|
2023
Q3 | $959K | Buy |
7,591
+1,427
| +23% | +$180K | 0.4% | 66 |
|
|
2023
Q2 | $820K | Buy |
6,164
+850
| +16% | +$113K | 0.34% | 72 |
|
|
2023
Q1 | $704K | Hold |
5,314
| – | – | 0.31% | 73 |
|
|
2022
Q4 | $663K | Buy |
5,314
+836
| +19% | +$104K | 0.32% | 70 |
|
|
2022
Q3 | $484K | Buy |
4,478
+9
| +0.2% | +$973 | 0.25% | 86 |
|
|
2022
Q2 | $526K | Buy |
+4,469
| New | +$526K | 0.26% | 84 |
|