Heritage Wealth Management (Arizona)’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $379K | Buy |
11,464
+5,622
| +96% | +$186K | 0.05% | 267 |
|
|
2022
Q3 | $198K | Sell |
5,842
-300
| -5% | -$10.2K | 0.06% | 226 |
|
|
2022
Q2 | $215K | Hold |
6,142
| – | – | 0.07% | 226 |
|
|
2022
Q1 | $262K | Buy |
+6,142
| New | +$262K | 0.07% | 216 |
|
|
2021
Q3 | $257K | Buy |
5,917
+180
| +3% | +$7.82K | 0.09% | 174 |
|
|
2021
Q2 | $248K | Buy |
5,737
+725
| +14% | +$31.3K | 0.09% | 191 |
|
|
2021
Q1 | $191K | Buy |
+5,012
| New | +$191K | 0.11% | 169 |
|