Brookstone Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,003
| Closed | -$388K | – | 1017 |
|
|
2024
Q3 | $388K | Buy |
+3,003
| New | +$388K | 0.01% | 757 |
|
|
2024
Q2 | – | Sell |
-2,876
| Closed | -$338K | – | 977 |
|
|
2024
Q1 | $338K | Buy |
2,876
+308
| +12% | +$36.2K | 0.01% | 726 |
|
|
2023
Q4 | $257K | Buy |
+2,568
| New | +$257K | 0.01% | 754 |
|
|
2023
Q1 | – | Sell |
-10,921
| Closed | -$1.03M | – | 853 |
|
|
2022
Q4 | $1.03M | Buy |
+10,921
| New | +$1.03M | 0.02% | 424 |
|