T
TCWP’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,339
| Closed | -$1.56M | – | 77 |
|
|
2023
Q3 | $1.56M | Buy |
12,339
+259
| +2% | +$32.7K | 1.19% | 31 |
|
|
2023
Q2 | $1.61M | Buy |
12,080
+1,870
| +18% | +$249K | 0.34% | 75 |
|
|
2023
Q1 | $1.35M | Buy |
10,210
+3,448
| +51% | +$457K | 0.26% | 89 |
|
|
2022
Q4 | $844K | Buy |
6,762
+116
| +2% | +$14.5K | 0.17% | 110 |
|
|
2022
Q3 | $718K | Sell |
6,646
-763
| -10% | -$82.4K | 0.15% | 118 |
|
|
2022
Q2 | $872K | Buy |
7,409
+416
| +6% | +$49K | 0.19% | 101 |
|
|
2022
Q1 | $1.05M | Buy |
6,993
+4,776
| +215% | +$714K | 0.19% | 103 |
|
|
2021
Q4 | $310K | Buy |
+2,217
| New | +$310K | 0.06% | 198 |
|