Peapack-Gladstone Financial Corp’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
Q4 | – | Sell |
-2,330
| Closed | -$350K | – | 706 |
|
|
2024
Q3 | $350K | Hold |
2,330
| – | – | 0.01% | 550 |
|
|
2024
Q2 | $326K | Sell |
2,330
-20
| -0.9% | -$2.8K | 0.01% | 545 |
|
|
2024
Q1 | $347K | Hold |
2,350
| – | – | 0.01% | 545 |
|
|
2023
Q4 | $325K | Hold |
2,350
| – | – | 0.01% | 562 |
|
|
2023
Q3 | $297K | Sell |
2,350
-25
| -1% | -$3.16K | 0.01% | 559 |
|
|
2023
Q2 | $316K | Sell |
2,375
-30
| -1% | -$3.99K | 0.01% | 558 |
|
|
2023
Q1 | $318K | Hold |
2,405
| – | – | 0.01% | 549 |
|
|
2022
Q4 | $300K | Hold |
2,405
| – | – | 0.01% | 540 |
|
|
2022
Q3 | $260K | Buy |
+2,405
| New | +$260K | 0.01% | 569 |
|