TWA
TCI Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-242
| Closed | -$34K | – | 2333 |
|
|
2021
Q4 | $34K | Hold |
242
| – | – | 0.01% | 501 |
|
|
2021
Q3 | $30K | Buy |
+242
| New | +$30K | ﹤0.01% | 529 |
|
|
2015
Q1 | – | Sell |
-218
| Closed | -$18K | – | 912 |
|
|
2014
Q4 | $18K | Hold |
218
| – | – | 0.01% | 365 |
|
|
2014
Q3 | $19K | Hold |
218
| – | – | 0.01% | 339 |
|
|
2014
Q2 | $19K | Buy |
+218
| New | +$19K | 0.01% | 347 |
|