Dumont & Blake Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $798K | Sell |
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|
2016
Q1 | $845K | Sell |
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|
2015
Q4 | $976K | Sell |
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|
2015
Q3 | $922K | Sell |
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|
2015
Q2 | $1.08M | Buy |
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|
2015
Q1 | $1M | Buy |
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|
2014
Q4 | $949K | Buy |
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|
2014
Q3 | $870K | Sell |
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|
2014
Q2 | $838K | Buy |
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|
2014
Q1 | $854K | Buy |
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|
2013
Q4 | $806K | Sell |
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|
2013
Q3 | $1.05M | Buy |
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|
2013
Q2 | $976K | Buy |
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