Koshinski Asset Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,706
| Closed | -$170K | – | 1209 |
|
|
2022
Q1 | $170K | Hold |
1,706
| – | – | 0.01% | 645 |
|
|
2021
Q4 | $188K | Buy |
1,706
+25
| +1% | +$2.76K | 0.02% | 640 |
|
|
2021
Q3 | $175K | Buy |
+1,681
| New | +$175K | 0.02% | 651 |
|
|
2021
Q2 | – | Sell |
-5,619
| Closed | -$518K | – | 582 |
|
|
2021
Q1 | $518K | Buy |
5,619
+2,490
| +80% | +$230K | 0.05% | 358 |
|
|
2020
Q4 | $249K | Sell |
3,129
-56
| -2% | -$4.46K | 0.03% | 471 |
|
|
2020
Q3 | $209 | Sell |
3,185
-782
| -20% | -$51 | 0.03% | 470 |
|
|
2020
Q2 | $237K | Sell |
3,967
-3,671
| -48% | -$219K | 0.04% | 432 |
|
|
2020
Q1 | $391K | Buy |
7,638
+2,150
| +39% | +$110K | 0.08% | 283 |
|
|
2019
Q4 | $376K | Hold |
5,488
| – | – | 0.06% | 366 |
|
|
2019
Q3 | $353K | Hold |
5,488
| – | – | 0.25% | 107 |
|
|
2019
Q2 | $347K | Sell |
5,488
-891
| -14% | -$56.3K | 0.14% | 186 |
|
|
2019
Q1 | $375 | Buy |
6,379
+2,527
| +66% | +$149 | 0.1% | 251 |
|
|
2018
Q4 | $216K | Buy |
3,852
+385
| +11% | +$21.6K | 0.05% | 360 |
|
|
2018
Q3 | $216K | Buy |
+3,467
| New | +$216K | 0.03% | 490 |
|
|
2015
Q4 | – | Sell |
-20,151
| Closed | -$883K | – | 229 |
|
|
2015
Q3 | $883K | Buy |
20,151
+298
| +2% | +$13.1K | 0.56% | 48 |
|
|
2015
Q2 | $870K | Buy |
19,853
+217
| +1% | +$9.51K | 0.55% | 53 |
|
|
2015
Q1 | $841K | Buy |
19,636
+668
| +4% | +$28.6K | 0.55% | 51 |
|
|
2014
Q4 | $809K | Buy |
+18,968
| New | +$809K | 0.46% | 62 |
|