Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,728
Closed -$82.2K 4124
2024
Q3
$82.2K Sell
28,728
-4,930
-15% -$14.3K ﹤0.01% 3852
2024
Q2
$124K Sell
33,658
-239
-0.7% -$1.08K ﹤0.01% 3753
2024
Q1
$143K Buy
33,897
+9,485
+39% +$36.5K ﹤0.01% 3734
2023
Q4
$119K Buy
24,412
+1,739
+8% +$8.22K ﹤0.01% 3796
2023
Q3
$107K Sell
22,673
-559
-2% -$2.91K ﹤0.01% 3789
2023
Q2
$124K Sell
23,232
-72
-0.3% -$405 ﹤0.01% 3796
2023
Q1
$170K Buy
23,304
+11,990
+106% +$82.3K ﹤0.01% 3760
2022
Q4
$60K Sell
11,314
-3,569
-24% -$10.4K ﹤0.01% 3847
2022
Q3
$40K Sell
14,883
-3,147
-17% -$11.7K ﹤0.01% 3900
2022
Q2
$75K Buy
18,030
+5,178
+40% +$20.8K ﹤0.01% 3809
2022
Q1
$58K Sell
12,852
-2,469
-16% -$10.3K ﹤0.01% 3873
2021
Q4
$69K Buy
15,321
+376
+3% +$2.66K ﹤0.01% 3893
2021
Q3
$120K Sell
14,945
-57,403
-79% -$595K ﹤0.01% 3764
2021
Q2
$1.13M Sell
72,348
-85,170
-54% -$1.27M ﹤0.01% 3177
2021
Q1
$2.62M Buy
157,518
+145,915
+1,258% +$3.37M ﹤0.01% 2752
2020
Q4
$203K Buy
+11,603
New +$262K ﹤0.01% 3618
2020
Q2
Sell
-40,255
Closed -$717K 3706
2020
Q1
$717K Buy
40,255
+3,068
+8% +$68.9K ﹤0.01% 2969
2019
Q4
$785K Buy
37,187
+4,139
+13% +$76.1K ﹤0.01% 3164
2019
Q3
$533K Sell
33,048
-1,765
-5% -$32.4K ﹤0.01% 3281
2019
Q2
$719K Buy
34,813
+3,900
+13% +$80.6K ﹤0.01% 3195
2019
Q1
$739K Buy
+30,913
New +$683K ﹤0.01% 3158

Other funds holding IQ