Endurance Wealth 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 | – | 627 |
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 606 |
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 624 |
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 610 |
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 617 |
|
2021
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 636 |
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 625 |
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 595 |
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 595 |
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 585 |
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 547 |
|
2019
Q4 | $1K | Sell |
11
-1,103
| -99% | -$100K | ﹤0.01% | 505 |
|
2019
Q3 | $80K | Buy |
+1,114
| New | +$80K | 0.01% | 239 |
|