Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-89
| Closed | -$9K | – | 963 |
|
|
2022
Q1 | $9K | Sell |
89
-12
| -12% | -$1.21K | ﹤0.01% | 642 |
|
|
2021
Q4 | $11K | Sell |
101
-20
| -17% | -$2.18K | ﹤0.01% | 600 |
|
|
2021
Q3 | $13K | Hold |
121
| – | – | ﹤0.01% | 538 |
|
|
2021
Q2 | $12K | Hold |
121
| – | – | ﹤0.01% | 542 |
|
|
2021
Q1 | $11K | Buy |
+121
| New | +$11K | ﹤0.01% | 531 |
|