Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,696
| Closed | -$509K | – | 1650 |
|
|
2021
Q1 | $509K | Buy |
3,696
+3,097
| +517% | +$427K | 0.02% | 634 |
|
|
2020
Q4 | $68K | Buy |
599
+565
| +1,662% | +$64.1K | ﹤0.01% | 1292 |
|
|
2020
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 2129 |
|
|
2017
Q2 | – | Sell |
-3,094
| Closed | -$274K | – | 270 |
|
|
2017
Q1 | $274K | Sell |
3,094
-447
| -13% | -$39.6K | 0.08% | 202 |
|
|
2016
Q4 | $315K | Buy |
+3,541
| New | +$315K | 0.11% | 149 |
|