Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-93
| Closed | -$6K | – | 592 |
|
|
2015
Q3 | $6K | Sell |
93
-468
| -83% | -$30.2K | ﹤0.01% | 783 |
|
|
2015
Q2 | $45K | Sell |
561
-27
| -5% | -$2.17K | 0.01% | 437 |
|
|
2015
Q1 | $48K | Hold |
588
| – | – | 0.01% | 436 |
|
|
2014
Q4 | $48K | Hold |
588
| – | – | 0.01% | 403 |
|
|
2014
Q3 | $51K | Sell |
588
-14
| -2% | -$1.21K | 0.02% | 408 |
|
|
2014
Q2 | $53K | Sell |
602
-511
| -46% | -$45K | 0.02% | 376 |
|
|
2014
Q1 | $93K | Buy |
1,113
+233
| +26% | +$19.5K | 0.04% | 271 |
|
|
2013
Q4 | $72K | Buy |
880
+466
| +113% | +$38.1K | 0.04% | 244 |
|
|
2013
Q3 | $31K | Buy |
414
+63
| +18% | +$4.72K | 0.02% | 389 |
|
|
2013
Q2 | $24K | Buy |
+351
| New | +$24K | 0.01% | 421 |
|