Brewin Dolphin Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $142K | Hold |
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|
2021
Q4 | $157K | Buy |
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|
2021
Q3 | $109K | Sell |
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|
2021
Q2 | $153K | Hold |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $119K | Hold |
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|
2020
Q3 | $93K | Hold |
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|
2020
Q2 | $89.8K | Hold |
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|
2020
Q1 | $76.8K | Hold |
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|
2019
Q4 | $103K | Hold |
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|
2019
Q3 | $96.5K | Buy |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $25.8K | Hold |
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|
2018
Q3 | $28.6K | Hold |
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|
2018
Q2 | $29.5K | Buy |
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