Ladenburg Thalmann Financial Services’s iShares US Insurance ETF IAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $839K | Buy |
11,713
+7,473
| +176% | +$535K | 0.01% | 1408 |
|
|
2019
Q3 | $306K | Hold |
4,240
| – | – | ﹤0.01% | 2157 |
|
|
2019
Q2 | $300K | Sell |
4,240
-33
| -0.8% | -$2.34K | ﹤0.01% | 2144 |
|
|
2019
Q1 | $272K | Sell |
4,273
-781
| -15% | -$49.7K | ﹤0.01% | 2168 |
|
|
2018
Q4 | $291K | Sell |
5,054
-446
| -8% | -$25.7K | ﹤0.01% | 1933 |
|
|
2018
Q3 | $365K | Sell |
5,500
-140
| -2% | -$9.29K | ﹤0.01% | 1846 |
|
|
2018
Q2 | $363K | Hold |
5,640
| – | – | ﹤0.01% | 1799 |
|
|
2018
Q1 | $363K | Buy |
5,640
+1,001
| +22% | +$64.4K | ﹤0.01% | 1799 |
|
|
2017
Q4 | $309K | Buy |
4,639
+1,185
| +34% | +$78.9K | ﹤0.01% | 1884 |
|
|
2017
Q3 | $221K | Buy |
3,454
+82
| +2% | +$5.25K | ﹤0.01% | 2028 |
|
|
2017
Q2 | $209K | Sell |
3,372
-7,090
| -68% | -$439K | ﹤0.01% | 1986 |
|
|
2017
Q1 | $633K | Buy |
10,462
+274
| +3% | +$16.6K | 0.01% | 1162 |
|
|
2016
Q4 | $604K | Buy |
10,188
+7,370
| +262% | +$437K | 0.01% | 1150 |
|
|
2016
Q3 | $149K | Sell |
2,818
-189
| -6% | -$9.99K | ﹤0.01% | 1959 |
|
|
2016
Q2 | $155K | Sell |
3,007
-259
| -8% | -$13.4K | ﹤0.01% | 1838 |
|
|
2016
Q1 | $160K | Sell |
3,266
-6,644
| -67% | -$325K | ﹤0.01% | 1760 |
|
|
2015
Q4 | $509K | Buy |
9,910
+3,655
| +58% | +$188K | 0.01% | 1013 |
|
|
2015
Q3 | $305K | Sell |
6,255
-4,623
| -42% | -$225K | 0.01% | 1219 |
|
|
2015
Q2 | $548K | Buy |
10,878
+7,373
| +210% | +$371K | 0.01% | 1009 |
|
|
2015
Q1 | $173K | Sell |
3,505
-472
| -12% | -$23.3K | ﹤0.01% | 1673 |
|
|
2014
Q4 | $199K | Buy |
3,977
+2,503
| +170% | +$125K | ﹤0.01% | 1431 |
|
|
2014
Q3 | $69K | Buy |
1,474
+1
| +0.1% | +$47 | ﹤0.01% | 1828 |
|
|
2014
Q2 | $70K | Sell |
1,473
-227
| -13% | -$10.8K | ﹤0.01% | 1828 |
|
|
2014
Q1 | $78K | Buy |
1,700
+2
| +0.1% | +$92 | ﹤0.01% | 1655 |
|
|
2013
Q4 | $80K | Buy |
1,698
+2
| +0.1% | +$94 | ﹤0.01% | 1605 |
|
|
2013
Q3 | $73K | Buy |
1,696
+1,496
| +748% | +$64.4K | ﹤0.01% | 1576 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2834 |
|