Capital Planning Advisors’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
2017 Q3	–	Sell	-3,988	Closed	-$250K	–	127
2017 Q2	$250K	Sell	3,988 -710	-15%	-$44.5K	0.11%	113
2017 Q1	$285K	Buy	+4,698	New	+$285K	0.14%	97