International Assets Investment Management’s The Long-Term Care ETF OLD Stock Holding History

International Assets Investment Management’s Portfolio OLD Stock Details OLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-300	Closed	-$9K	–	2174
2021 Q1	$9K	Hold	300	–	–	﹤0.01%	1622
2020 Q4	$9K	Buy	+300	New	+$8.32K	﹤0.01%	1481

Other funds holding OLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

International Assets Investment Management's OLD Position: Q2 2021 in Review

International Assets Investment Management sold out of The Long-Term Care ETF (OLD) in Q2 2021, closing a stake of 300 shares — an estimated $9K sold.

International Assets Investment Management first reported a position in OLD in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 15 funds tracked by Wall St. Rank hold OLD as of Q2 2021.

International Assets Investment Management reported no remaining The Long-Term Care ETF position as of Q2 2021 after selling out during the quarter.
International Assets Investment Management sold 300 The Long-Term Care ETF shares in Q2 2021, an estimated $9K.
International Assets Investment Management first reported a position in The Long-Term Care ETF in Q4 2020 and held it in 2 quarters.
International Assets Investment Management's The Long-Term Care ETF position peaked at $9K in Q1 2021.
15 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.