Beck Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-6,721
| Closed | -$432K | – | 109 |
|
2019
Q3 | $432K | Sell |
6,721
-194
| -3% | -$12.5K | 0.23% | 68 |
|
2019
Q2 | $437K | Sell |
6,915
-23
| -0.3% | -$1.45K | 0.23% | 68 |
|
2019
Q1 | $408K | Sell |
6,938
-139
| -2% | -$8.17K | 0.2% | 76 |
|
2018
Q4 | $397K | Sell |
7,077
-518
| -7% | -$29.1K | 0.34% | 47 |
|
2018
Q3 | $473K | Sell |
7,595
-4
| -0.1% | -$249 | 0.2% | 74 |
|
2018
Q2 | $487K | Buy |
7,599
+400
| +6% | +$25.6K | 0.24% | 66 |
|
2018
Q1 | $471K | Sell |
7,199
-59
| -0.8% | -$3.86K | 0.22% | 75 |
|
2017
Q4 | $456K | Buy |
7,258
+135
| +2% | +$8.48K | 0.2% | 83 |
|
2017
Q3 | $407K | Sell |
7,123
-358
| -5% | -$20.5K | 0.19% | 80 |
|
2017
Q2 | $393K | Sell |
7,481
-3,000
| -29% | -$158K | 0.2% | 77 |
|
2017
Q1 | $537K | Buy |
+10,481
| New | +$537K | 0.28% | 67 |
|