WealthBridge Capital Management’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 |
-2,699
| Closed | -$341K | – | 188 |
|
|
2023
Q3 | $341K | Sell |
2,699
-123
| -4% | -$15.5K | 0.14% | 110 |
|
|
2023
Q2 | $375K | Sell |
2,822
-79
| -3% | -$10.5K | 0.15% | 107 |
|
|
2023
Q1 | $384K | Sell |
2,901
-76
| -3% | -$10.1K | 0.15% | 116 |
|
|
2022
Q4 | $371K | Sell |
2,977
-407
| -12% | -$50.8K | 0.16% | 128 |
|
|
2022
Q3 | $398K | Hold |
3,384
| – | – | 0.17% | 114 |
|
|
2022
Q2 | $398K | Buy |
+3,384
| New | +$398K | 0.17% | 114 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$9K | – | 498 |
|
|
2019
Q1 | $9K | Hold |
100
| – | – | 0.01% | 590 |
|
|
2018
Q4 | $8K | Buy |
+100
| New | +$8K | 0.01% | 556 |
|