Kovack Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,829
| Closed | -$238K | – | 584 |
|
|
2022
Q2 | $238K | Sell |
2,829
-83
| -3% | -$6.98K | 0.03% | 515 |
|
|
2022
Q1 | $290K | Buy |
2,912
+1,001
| +52% | +$99.7K | 0.03% | 538 |
|
|
2021
Q4 | $211K | Sell |
1,911
-1,516
| -44% | -$167K | 0.02% | 644 |
|
|
2021
Q3 | $358K | Buy |
3,427
+88
| +3% | +$9.19K | 0.04% | 468 |
|
|
2021
Q2 | $341K | Buy |
+3,339
| New | +$341K | 0.04% | 465 |
|