Planned Solutions’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34
| Closed | -$5.11K | – | 381 |
|
|
2024
Q3 | $5.11K | Buy |
+34
| New | +$5.11K | ﹤0.01% | 500 |
|
|
2024
Q1 | – | Sell |
-34
| Closed | -$4.7K | – | 324 |
|
|
2023
Q4 | $4.7K | Buy |
+34
| New | +$4.7K | ﹤0.01% | 470 |
|
|
2021
Q1 | – | Sell |
-33
| Closed | -$4K | – | 242 |
|
|
2020
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 299 |
|