D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-160
| Closed | -$8K | – | 1499 |
|
|
2017
Q2 | $8K | Hold |
160
| – | – | ﹤0.01% | 2103 |
|
|
2017
Q1 | $8K | Hold |
160
| – | – | ﹤0.01% | 2080 |
|
|
2016
Q4 | $7K | Sell |
160
-787
| -83% | -$34.4K | ﹤0.01% | 2180 |
|
|
2016
Q3 | $39K | Buy |
+947
| New | +$39K | ﹤0.01% | 1621 |
|
|
2014
Q4 | – | Sell |
-31,636
| Closed | -$1.24M | – | 2124 |
|
|
2014
Q3 | $1.24M | Buy |
31,636
+158
| +0.5% | +$6.2K | 0.04% | 371 |
|
|
2014
Q2 | $1.19M | Buy |
31,478
+141
| +0.4% | +$5.31K | 0.04% | 392 |
|
|
2014
Q1 | $1.21M | Buy |
+31,337
| New | +$1.21M | 0.04% | 361 |
|