Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,876
| Closed | -$370K | – | 351 |
|
|
2024
Q3 | $370K | Buy |
+2,876
| New | +$370K | 0.04% | 248 |
|
|
2023
Q2 | – | Sell |
-38,899
| Closed | -$3.56M | – | 345 |
|
|
2023
Q1 | $3.56M | Buy |
38,899
+10,814
| +39% | +$991K | 0.48% | 65 |
|
|
2022
Q4 | $2.7M | Buy |
+28,085
| New | +$2.7M | 0.41% | 58 |
|
|
2021
Q3 | – | Sell |
-42,377
| Closed | -$4.33M | – | 265 |
|
|
2021
Q2 | $4.33M | Buy |
+42,377
| New | +$4.33M | 0.96% | 24 |
|