B. Riley Wealth Management’s iShares US Insurance ETF IAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,030
| Closed | -$52K | – | 413 |
|
|
2015
Q2 | $52K | Hold |
1,030
| – | – | 0.04% | 395 |
|
|
2015
Q1 | $50K | Buy |
1,030
+530
| +106% | +$25.7K | 0.04% | 408 |
|
|
2014
Q4 | $25K | Hold |
500
| – | – | 0.02% | 533 |
|
|
2014
Q3 | $23K | Hold |
500
| – | – | 0.02% | 571 |
|
|
2014
Q2 | $23K | Hold |
500
| – | – | 0.01% | 628 |
|
|
2014
Q1 | $23K | Buy |
+500
| New | +$23K | 0.02% | 601 |
|