PIA
Peachtree Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,735
| Closed | -$140K | – | 183 |
|
|
2015
Q2 | $140K | Buy |
1,735
+470
| +37% | +$37.9K | 0.1% | 139 |
|
|
2015
Q1 | $104K | Buy |
1,265
+1,190
| +1,587% | +$97.8K | 0.07% | 157 |
|
|
2014
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 310 |
|
|
2014
Q3 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 322 |
|