Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-301
| Closed | -$30K | – | 1713 |
|
|
2020
Q3 | $30K | Buy |
301
+1
| +0.3% | +$100 | ﹤0.01% | 787 |
|
|
2020
Q2 | $27K | Hold |
300
| – | – | ﹤0.01% | 905 |
|
|
2020
Q1 | $24K | Hold |
300
| – | – | ﹤0.01% | 817 |
|
|
2019
Q4 | $29K | Hold |
300
| – | – | ﹤0.01% | 815 |
|
|
2019
Q3 | $28K | Hold |
300
| – | – | ﹤0.01% | 754 |
|
|
2019
Q2 | $29K | Hold |
300
| – | – | ﹤0.01% | 742 |
|
|
2019
Q1 | $27K | Buy |
+300
| New | +$27K | ﹤0.01% | 689 |
|