HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,086
| Closed | -$208K | – | 187 |
|
|
2022
Q1 | $208K | Sell |
2,086
-69
| -3% | -$6.88K | 0.03% | 180 |
|
|
2021
Q4 | $237K | Sell |
2,155
-218
| -9% | -$24K | 0.04% | 179 |
|
|
2021
Q3 | $248K | Sell |
2,373
-49
| -2% | -$5.12K | 0.04% | 175 |
|
|
2021
Q2 | $247K | Buy |
2,422
+78
| +3% | +$7.96K | 0.04% | 169 |
|
|
2021
Q1 | $216K | Sell |
2,344
-545
| -19% | -$50.2K | 0.04% | 170 |
|
|
2020
Q4 | $230K | Buy |
2,889
+75
| +3% | +$5.97K | 0.05% | 166 |
|
|
2020
Q3 | $175K | Sell |
2,814
-6
| -0.2% | -$373 | 0.04% | 159 |
|
|
2020
Q2 | $169K | Sell |
2,820
-65
| -2% | -$3.9K | 0.04% | 152 |
|
|
2020
Q1 | $148K | Hold |
2,885
| – | – | 0.04% | 149 |
|
|
2019
Q4 | $198K | Buy |
+2,885
| New | +$198K | 0.05% | 151 |
|