EFS
Essex Financial Services’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,554
| Closed | -$647K | – | 489 |
|
|
2023
Q1 | $647K | Sell |
7,554
-1,721
| -19% | -$147K | 0.07% | 246 |
|
|
2022
Q4 | $847K | Buy |
9,275
+945
| +11% | +$86.3K | 0.09% | 202 |
|
|
2022
Q3 | $659K | Buy |
8,330
+852
| +11% | +$67.4K | 0.08% | 219 |
|
|
2022
Q2 | $620K | Buy |
7,478
+3,418
| +84% | +$283K | 0.07% | 242 |
|
|
2022
Q1 | $370K | Buy |
+4,060
| New | +$370K | 0.04% | 330 |
|