First Heartland Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,844
| Closed | -$359K | – | 252 |
|
|
2018
Q2 | $359K | Sell |
5,844
-89
| -2% | -$5.47K | 0.13% | 168 |
|
|
2018
Q1 | $383K | Sell |
5,933
-2,942
| -33% | -$190K | 0.11% | 184 |
|
|
2017
Q4 | $591K | Sell |
8,875
-370
| -4% | -$24.6K | 0.18% | 130 |
|
|
2017
Q3 | $589K | Buy |
9,245
+527
| +6% | +$33.6K | 0.14% | 189 |
|
|
2017
Q2 | $546K | Sell |
8,718
-1,095
| -11% | -$68.6K | 0.14% | 188 |
|
|
2017
Q1 | $595K | Sell |
9,813
-2,169
| -18% | -$132K | 0.17% | 171 |
|
|
2016
Q4 | $711K | Buy |
+11,982
| New | +$711K | 0.22% | 129 |
|