Cetera Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $244K | Buy |
+2,105
| New | +$244K | ﹤0.01% | 2083 |
|
2022
Q4 | – | Sell |
-2,347
| Closed | -$200K | – | 1632 |
|
2022
Q3 | $200K | Sell |
2,347
-1,120
| -32% | -$95.4K | 0.01% | 1147 |
|
2022
Q2 | $291K | Sell |
3,467
-58
| -2% | -$4.87K | 0.01% | 1060 |
|
2022
Q1 | $352K | Buy |
3,525
+744
| +27% | +$74.3K | 0.01% | 1034 |
|
2021
Q4 | $306K | Sell |
2,781
-2,239
| -45% | -$246K | 0.01% | 1111 |
|
2021
Q3 | $524K | Buy |
5,020
+2,671
| +114% | +$279K | 0.01% | 868 |
|
2021
Q2 | $240K | Buy |
+2,349
| New | +$240K | 0.01% | 1151 |
|
2019
Q2 | – | Sell |
-17
| Closed | -$1K | – | 1076 |
|
2019
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1221 |
|