AO
Advisor OS’s iShares US Home Construction ETF ITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,616
| Closed | -$264K | – | 414 |
|
|
2024
Q2 | $264K | Buy |
+2,616
| New | +$264K | 0.03% | 326 |
|
|
2022
Q1 | – | Sell |
-13,995
| Closed | -$1.16M | – | 223 |
|
|
2021
Q4 | $1.16M | Sell |
13,995
-142
| -1% | -$11.8K | 0.24% | 97 |
|
|
2021
Q3 | $936K | Sell |
14,137
-1,923
| -12% | -$127K | 0.2% | 96 |
|
|
2021
Q2 | $1.11M | Sell |
16,060
-6,332
| -28% | -$438K | 0.23% | 83 |
|
|
2021
Q1 | $1.52M | Buy |
+22,392
| New | +$1.52M | 0.34% | 54 |
|