Leuthold Group’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
Q4 | – | Sell |
-9,613
| Closed | -$821K | – | 202 |
|
2022
Q3 | $821K | Sell |
9,613
-4,332
| -31% | -$370K | 0.12% | 130 |
|
2022
Q2 | $1.17M | Buy |
13,945
+3,814
| +38% | +$320K | 0.17% | 129 |
|
2022
Q1 | $1.01M | Buy |
10,131
+930
| +10% | +$92.9K | 0.13% | 125 |
|
2021
Q4 | $1.01M | Buy |
9,201
+629
| +7% | +$69.3K | 0.12% | 127 |
|
2021
Q3 | $895K | Buy |
8,572
+27
| +0.3% | +$2.82K | 0.11% | 121 |
|
2021
Q2 | $872K | Sell |
8,545
-1,118
| -12% | -$114K | 0.11% | 125 |
|
2021
Q1 | $891K | Buy |
9,663
+349
| +4% | +$32.2K | 0.11% | 121 |
|
2020
Q4 | $741K | Buy |
9,314
+4,059
| +77% | +$323K | 0.1% | 127 |
|
2020
Q3 | $326K | Buy |
+5,255
| New | +$326K | 0.04% | 143 |
|