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Sowell Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

Sowell Financial Services’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,696
Closed -$509K – 1649
2021
Q1 		$509K Buy
3,696
+3,097
+517% +$370K 0.02% 634
2020
Q4 		$68K Buy
599
+565
+1,662% +$60.2K ﹤0.01% 1292
2020
Q3 		$3K Buy
+34
New +$3.34K ﹤0.01% 2129
2017
Q2 		– Sell
-3,094
Closed -$274K – 270
2017
Q1 		$274K Sell
3,094
-447
-13% -$39.2K 0.08% 202
2016
Q4 		$315K Buy
+3,541
New +$286K 0.11% 149

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