Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$4.7K | – | 381 |
|
|
2024
Q2 | $4.7K | Hold |
40
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $4.65K | Hold |
40
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $4.33K | Hold |
40
| – | – | ﹤0.01% | 485 |
|
|
2023
Q3 | $3.6K | Hold |
40
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $3.59K | Buy |
40
+1
| +3% | +$90 | ﹤0.01% | 490 |
|
|
2023
Q1 | $3.6K | Hold |
39
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $3.76K | Hold |
39
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $3.32K | Hold |
39
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $3.25K | Hold |
39
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $3.85K | Buy |
39
+1
| +3% | +$99 | ﹤0.01% | 464 |
|
|
2021
Q4 | $4.21K | Hold |
38
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $3.97K | Sell |
38
-3,831
| -99% | -$401K | ﹤0.01% | 455 |
|
|
2021
Q2 | $38K | Buy |
3,869
+3,831
| +10,082% | +$37.6K | ﹤0.01% | 486 |
|
|
2021
Q1 | $3.48K | Hold |
38
| – | – | ﹤0.01% | 451 |
|
|
2020
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 427 |
|
|
2020
Q3 | $2.33K | Buy |
38
+1
| +3% | +$61 | ﹤0.01% | 417 |
|
|
2020
Q2 | $2.24K | Sell |
37
-280
| -88% | -$16.9K | ﹤0.01% | 418 |
|
|
2020
Q1 | $16.2K | Buy |
317
+2
| +0.6% | +$102 | 0.02% | 158 |
|
|
2019
Q4 | $21.6K | Buy |
315
+1
| +0.3% | +$68 | 0.02% | 150 |
|
|
2019
Q3 | $20.2K | Buy |
314
+1
| +0.3% | +$64 | 0.02% | 147 |
|
|
2019
Q2 | $19.7K | Buy |
313
+1
| +0.3% | +$63 | 0.02% | 151 |
|
|
2019
Q1 | $18.3K | Buy |
+312
| New | +$18.3K | 0.02% | 155 |
|