1834 Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-116
| Closed | -$7K | – | 436 |
|
|
2020
Q2 | $7K | Sell |
116
-117
| -50% | -$7.06K | ﹤0.01% | 356 |
|
|
2020
Q1 | $12K | Buy |
+233
| New | +$12K | ﹤0.01% | 323 |
|
|
2018
Q3 | – | Sell |
-376
| Closed | -$24K | – | 411 |
|
|
2018
Q2 | $24K | Hold |
376
| – | – | ﹤0.01% | 324 |
|
|
2018
Q1 | $25K | Hold |
376
| – | – | ﹤0.01% | 328 |
|
|
2017
Q4 | $24K | Buy |
+376
| New | +$24K | ﹤0.01% | 349 |
|