Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,380
| Closed | -$310K | – | 1536 |
|
|
2023
Q1 | $310K | Sell |
3,380
-456
| -12% | -$41.8K | ﹤0.01% | 1139 |
|
|
2022
Q4 | $369K | Sell |
3,836
-526
| -12% | -$50.6K | ﹤0.01% | 1009 |
|
|
2022
Q3 | $372K | Sell |
4,362
-28
| -0.6% | -$2.39K | 0.01% | 907 |
|
|
2022
Q2 | $369K | Buy |
4,390
+803
| +22% | +$67.5K | 0.01% | 914 |
|
|
2022
Q1 | $357K | Buy |
3,587
+1,398
| +64% | +$139K | ﹤0.01% | 923 |
|
|
2021
Q4 | $241K | Sell |
2,189
-32
| -1% | -$3.52K | ﹤0.01% | 1085 |
|
|
2021
Q3 | $231K | Buy |
+2,221
| New | +$231K | ﹤0.01% | 1039 |
|