Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-904
| Closed | -$77K | – | 2418 |
|
|
2022
Q3 | $77K | Sell |
904
-275
| -23% | -$23.4K | 0.01% | 721 |
|
|
2022
Q2 | $99K | Sell |
1,179
-51
| -4% | -$4.28K | 0.01% | 662 |
|
|
2022
Q1 | $123K | Buy |
1,230
+106
| +9% | +$10.6K | 0.01% | 674 |
|
|
2021
Q4 | $124K | Buy |
1,124
+410
| +57% | +$45.2K | 0.01% | 717 |
|
|
2021
Q3 | $75K | Buy |
+714
| New | +$75K | 0.01% | 878 |
|
|
2020
Q2 | – | Sell |
-544
| Closed | -$28K | – | 1823 |
|
|
2020
Q1 | $28K | Hold |
544
| – | – | ﹤0.01% | 964 |
|
|
2019
Q4 | $37K | Buy |
544
+4
| +0.7% | +$272 | ﹤0.01% | 990 |
|
|
2019
Q3 | $35K | Hold |
540
| – | – | ﹤0.01% | 1023 |
|
|
2019
Q2 | $34K | Buy |
540
+2
| +0.4% | +$126 | ﹤0.01% | 919 |
|
|
2019
Q1 | $32K | Buy |
+538
| New | +$32K | ﹤0.01% | 867 |
|