Capital Asset Advisory Services’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 |
-100
| Closed | -$10K | – | 648 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 633 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 596 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q3 | $6K | Sell |
100
-220
| -69% | -$13.2K | ﹤0.01% | 476 |
|
|
2020
Q2 | $20K | Hold |
320
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $18K | Sell |
320
-1,204
| -79% | -$67.7K | ﹤0.01% | 413 |
|
|
2019
Q4 | $109K | Buy |
+1,524
| New | +$109K | 0.03% | 385 |
|