WealthSource Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,145
Closed -$269K 474
2021
Q1
$269K Buy
+2,145
New +$269K 0.03% 354
2016
Q4
Sell
-3,046
Closed -$241K 266
2016
Q3
$241K Buy
+3,046
New +$241K 0.09% 211