4J Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,008
| Closed | -$824K | – | 88 |
|
|
2024
Q1 | $824K | Buy |
19,008
+1,355
| +8% | +$58.8K | 0.71% | 30 |
|
|
2023
Q4 | $711K | Buy |
17,653
+828
| +5% | +$33.3K | 0.65% | 35 |
|
|
2023
Q3 | $616K | Buy |
16,825
+636
| +4% | +$23.3K | 0.61% | 37 |
|
|
2023
Q2 | $633K | Sell |
16,189
-152
| -0.9% | -$5.94K | 0.61% | 38 |
|
|
2023
Q1 | $610K | Buy |
16,341
+395
| +2% | +$14.7K | 0.65% | 35 |
|
|
2022
Q4 | $578K | Buy |
15,946
+309
| +2% | +$11.2K | 0.67% | 34 |
|
|
2022
Q3 | $504K | Buy |
15,637
+50
| +0.3% | +$1.61K | 0.65% | 34 |
|
|
2022
Q2 | $531K | Buy |
+15,587
| New | +$531K | 0.67% | 35 |
|