Brookstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,025
| Closed | -$696K | – | 852 |
|
|
2022
Q4 | $696K | Buy |
+7,025
| New | +$696K | 0.01% | 513 |
|
|
2018
Q3 | – | Sell |
-100,077
| Closed | -$6.42M | – | 418 |
|
|
2018
Q2 | $6.42M | Sell |
100,077
-872
| -0.9% | -$55.9K | 0.56% | 38 |
|
|
2018
Q1 | $6.61M | Buy |
+100,949
| New | +$6.61M | 0.6% | 36 |
|
|
2015
Q4 | – | Sell |
-101
| Closed | -$4K | – | 476 |
|
|
2015
Q3 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 1525 |
|
|
2014
Q1 | – | Sell |
-197,648
| Closed | -$7.64M | – | 115 |
|
|
2013
Q4 | $7.64M | Buy |
+197,648
| New | +$7.64M | 2.2% | 5 |
|