CFA
Cahill Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,988
| Closed | -$362K | – | 265 |
|
|
2023
Q4 | $362K | Sell |
8,988
-8
| -0.1% | -$322 | 0.05% | 186 |
|
|
2023
Q3 | $329K | Buy |
8,996
+7
| +0.1% | +$256 | 0.05% | 184 |
|
|
2023
Q2 | $351K | Sell |
8,989
-38,358
| -81% | -$1.5M | 0.06% | 182 |
|
|
2023
Q1 | $1.77M | Sell |
47,347
-34,826
| -42% | -$1.3M | 0.31% | 70 |
|
|
2022
Q4 | $2.98M | Sell |
82,173
-33,626
| -29% | -$1.22M | 0.57% | 39 |
|
|
2022
Q3 | $3.73M | Buy |
115,799
+80,770
| +231% | +$2.6M | 0.79% | 32 |
|
|
2022
Q2 | $1.19M | Buy |
+35,029
| New | +$1.19M | 0.25% | 89 |
|