USA Financial Formulas’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7
| Closed | -$884 | – | 446 |
|
2023
Q3 | $884 | Hold |
7
| – | – | ﹤0.01% | 409 |
|
2023
Q2 | $931 | Hold |
7
| – | – | ﹤0.01% | 381 |
|
2023
Q1 | $928 | Buy |
+7
| New | +$928 | ﹤0.01% | 302 |
|
2022
Q3 | $1K | Buy |
10
+1
| +11% | +$100 | ﹤0.01% | 244 |
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 270 |
|
2021
Q4 | – | Sell |
-38
| Closed | -$5K | – | 437 |
|
2021
Q3 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 271 |
|
2021
Q1 | – | Sell |
-58
| Closed | -$7K | – | 385 |
|
2020
Q4 | $7K | Buy |
58
+28
| +93% | +$3.38K | 0.01% | 192 |
|
2020
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 198 |
|