Curi Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,294
Closed -$269K 674
2022
Q1
$269K Sell
5,294
-65,415
-93% -$3.32M 0.05% 95
2021
Q4
$3.37M Buy
70,709
+5,033
+8% +$240K 0.58% 41
2021
Q3
$3.01M Buy
65,676
+5,386
+9% +$247K 1.39% 19
2021
Q2
$2.74M Buy
60,290
+11,515
+24% +$522K 1.37% 19
2021
Q1
$2.2M Buy
48,775
+7,990
+20% +$360K 1.39% 19
2020
Q4
$1.78M Buy
+40,785
New +$1.78M 1.29% 18