Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 473 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 875 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 925 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 812 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 787 |
|
|
2021
Q2 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 772 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 746 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 702 |
|