Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $746K | Sell |
14,006
-6,134
| -30% | -$327K | 0.31% | 100 |
|
|
2017
Q1 | $1.03M | Buy |
+20,140
| New | +$1.03M | 0.36% | 75 |
|
|
2015
Q4 | – | Sell |
-1,300
| Closed | -$50K | – | 782 |
|
|
2015
Q3 | $50K | Hold |
1,300
| – | – | 0.01% | 578 |
|
|
2015
Q2 | $57K | Hold |
1,300
| – | – | 0.01% | 607 |
|
|
2015
Q1 | $56K | Buy |
+1,300
| New | +$56K | 0.01% | 598 |
|