VAFP
Vahanian & Associates Financial Planning’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,616
| Closed | -$348K | – | 63 |
|
|
2023
Q2 | $348K | Sell |
2,616
-40
| -2% | -$5.32K | 1.1% | 32 |
|
|
2023
Q1 | $352K | Sell |
2,656
-80
| -3% | -$10.6K | 0.98% | 38 |
|
|
2022
Q4 | $341K | Sell |
2,736
-793
| -22% | -$98.9K | 1.12% | 36 |
|
|
2022
Q3 | $382K | Buy |
+3,529
| New | +$382K | 1.32% | 29 |
|
|
2022
Q1 | – | Sell |
-4,656
| Closed | -$653K | – | 109 |
|
|
2021
Q4 | $653K | Buy |
+4,656
| New | +$653K | 0.53% | 49 |
|