Realta Investment Advisors’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 |
-280
| Closed | -$39.2K | – | 561 |
|
|
2024
Q2 | $39.2K | Hold |
280
| – | – | 0.01% | 557 |
|
|
2024
Q1 | $41.4K | Buy |
+280
| New | +$41.4K | 0.01% | 576 |
|
|
2023
Q4 | – | Sell |
-180
| Closed | -$23.9K | – | 627 |
|
|
2023
Q3 | $23.9K | Sell |
180
-100
| -36% | -$13.3K | 0.01% | 595 |
|
|
2023
Q2 | $37.3K | Buy |
+280
| New | +$37.3K | 0.01% | 583 |
|
|
2023
Q1 | – | Sell |
-280
| Closed | -$34.9K | – | 636 |
|
|
2022
Q4 | $34.9K | Hold |
280
| – | – | 0.01% | 578 |
|
|
2022
Q3 | $30K | Buy |
+280
| New | +$30K | 0.01% | 583 |
|