Osborn Williams & Donohoe’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
2020
Q1
Sell
-39,110
Closed -$3.83M 287
2019
Q4
$3.83M Sell
39,110
-17,737
-31% -$1.74M 0.38% 70
2019
Q3
$5.25M Hold
56,847
0.53% 55
2019
Q2
$5.4M Buy
56,847
+5,283
+10% +$502K 0.56% 52
2019
Q1
$4.88M Buy
+51,564
New +$4.88M 0.5% 58