Heritage Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-500,013
Closed -$22.2M 514
2019
Q4
$22.2M Buy
500,013
+15,673
+3% +$696K 2.93% 6
2019
Q3
$21M Buy
484,340
+6,220
+1% +$269K 3.09% 6
2019
Q2
$18.3M Buy
478,120
+3,640
+0.8% +$139K 2.8% 7
2019
Q1
$16.7M Buy
+474,480
New +$16.7M 2.75% 8