Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-126
| Closed | -$13K | – | 379 |
|
|
2021
Q3 | $13K | Sell |
126
-16
| -11% | -$1.65K | 0.01% | 388 |
|
|
2021
Q2 | $14K | Hold |
142
| – | – | 0.01% | 386 |
|
|
2021
Q1 | $13K | Hold |
142
| – | – | 0.01% | 401 |
|
|
2020
Q4 | $11K | Hold |
142
| – | – | 0.01% | 359 |
|
|
2020
Q3 | $9K | Hold |
142
| – | – | 0.01% | 321 |
|
|
2020
Q2 | $8K | Buy |
+142
| New | +$8K | 0.01% | 319 |
|