PFA
Pinnacle Family Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,026
| Closed | -$1.75M | – | 106 |
|
|
2022
Q4 | $1.75M | Buy |
14,026
+7,123
| +103% | +$889K | 1.25% | 18 |
|
|
2022
Q3 | $747K | Sell |
6,903
-6,242
| -47% | -$675K | 0.65% | 33 |
|
|
2022
Q2 | $1.55M | Sell |
13,145
-8,200
| -38% | -$966K | 1.26% | 19 |
|
|
2022
Q1 | $3.19M | Buy |
+21,345
| New | +$3.19M | 1.7% | 15 |
|
|
2021
Q3 | – | Sell |
-42,025
| Closed | -$5.48M | – | 151 |
|
|
2021
Q2 | $5.48M | Buy |
+42,025
| New | +$5.48M | 2.39% | 11 |
|
|
2021
Q1 | – | Sell |
-12,838
| Closed | -$1.46M | – | 134 |
|
|
2020
Q4 | $1.46M | Sell |
12,838
-16,702
| -57% | -$1.89M | 0.89% | 29 |
|
|
2020
Q3 | $2.92M | Buy |
+29,540
| New | +$2.92M | 1.97% | 15 |
|
|
2018
Q2 | – | Sell |
-72,070
| Closed | -$6.92M | – | 69 |
|
|
2018
Q1 | $6.92M | Sell |
72,070
-42,480
| -37% | -$4.08M | 3.95% | 11 |
|
|
2017
Q4 | $11.7M | Buy |
114,550
+99,375
| +655% | +$10.2M | 5.4% | 2 |
|
|
2017
Q3 | $1.45M | Sell |
15,175
-58,515
| -79% | -$5.61M | 0.68% | 36 |
|
|
2017
Q2 | $6.58M | Buy |
73,690
+64,045
| +664% | +$5.72M | 3.67% | 10 |
|
|
2017
Q1 | $860K | Sell |
9,645
-38,470
| -80% | -$3.43M | 0.53% | 31 |
|
|
2016
Q4 | $4M | Buy |
+48,115
| New | +$4M | 2.45% | 13 |
|