Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-130,263
| Closed | -$16.2M | – | 29 |
|
|
2021
Q3 | $16.2M | Buy |
+130,263
| New | +$16.2M | 6.69% | 6 |
|
|
2021
Q1 | – | Sell |
-187,139
| Closed | -$21.2M | – | 33 |
|
|
2020
Q4 | $21.2M | Buy |
+187,139
| New | +$21.2M | 10.19% | 7 |
|
|
2020
Q3 | – | Sell |
-82,962
| Closed | -$7.4M | – | 22 |
|
|
2020
Q2 | $7.4M | Buy |
+82,962
| New | +$7.4M | 4.31% | 8 |
|
|
2017
Q4 | – | Sell |
-66,072
| Closed | -$6.33M | – | 23 |
|
|
2017
Q3 | $6.33M | Sell |
66,072
-28,003
| -30% | -$2.68M | 3.58% | 15 |
|
|
2017
Q2 | $8.39M | Hold |
94,075
| – | – | 5.39% | 10 |
|
|
2017
Q1 | $8.39M | Sell |
94,075
-68,668
| -42% | -$6.12M | 5.39% | 10 |
|
|
2016
Q4 | $13.5M | Buy |
+162,743
| New | +$13.5M | 8.3% | 5 |
|
|
2014
Q4 | – | Sell |
-70,450
| Closed | -$6.06M | – | 157 |
|
|
2014
Q3 | $6.06M | Sell |
70,450
-4,683
| -6% | -$403K | 4.86% | 7 |
|
|
2014
Q2 | $6.58M | Buy |
+75,133
| New | +$6.58M | 5.38% | 6 |
|