Concord Wealth Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15
Closed -$650 879
2024
Q1
$650 Buy
+15
New +$650 ﹤0.01% 806
2022
Q1
Sell
-334
Closed -$13K 1329
2021
Q4
$13K Hold
334
﹤0.01% 734
2021
Q3
$11K Sell
334
-135
-29% -$4.45K ﹤0.01% 457
2021
Q2
$17K Hold
469
﹤0.01% 536
2021
Q1
$16K Hold
469
0.01% 511
2020
Q4
$14K Buy
+469
New +$14K 0.01% 339