Phillips Financial Management’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
Q3 | – | Sell |
-88
| Closed | -$12.3K | – | 280 |
|
|
2024
Q2 | $12.3K | Hold |
88
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $13K | Hold |
88
| – | – | ﹤0.01% | 235 |
|
|
2023
Q4 | $12.2K | Sell |
88
-16
| -15% | -$2.21K | ﹤0.01% | 219 |
|
|
2023
Q3 | $13.2K | Hold |
104
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $13.9K | Hold |
104
| – | – | ﹤0.01% | 215 |
|
|
2023
Q1 | $13.8K | Hold |
104
| – | – | ﹤0.01% | 219 |
|
|
2022
Q4 | $13K | Hold |
104
| – | – | ﹤0.01% | 205 |
|
|
2022
Q3 | $11K | Buy |
+104
| New | +$11K | ﹤0.01% | 203 |
|