Mascoma Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $130K | Sell |
2,635
-698
| -21% | -$34.3K | 0.03% | 112 |
|
2025
Q1 | $150K | Sell |
3,333
-96
| -3% | -$4.33K | 0.04% | 105 |
|
2024
Q4 | $159K | Sell |
3,429
-27
| -0.8% | -$1.25K | 0.04% | 107 |
|
2024
Q3 | $162K | Sell |
3,456
-532
| -13% | -$25K | 0.04% | 104 |
|
2024
Q2 | $168K | Sell |
3,988
-2,061
| -34% | -$86.8K | 0.04% | 101 |
|
2024
Q1 | $262K | Sell |
6,049
-3,310
| -35% | -$144K | 0.07% | 84 |
|
2023
Q4 | $377K | Sell |
9,359
-4,467
| -32% | -$180K | 0.11% | 68 |
|
2023
Q3 | $506K | Buy |
13,826
+2,503
| +22% | +$91.6K | 0.16% | 55 |
|
2023
Q2 | $447K | Sell |
11,323
-25
| -0.2% | -$987 | 0.14% | 64 |
|
2023
Q1 | $421K | Sell |
11,348
-1,850
| -14% | -$68.6K | 0.12% | 80 |
|
2022
Q4 | $479K | Sell |
13,198
-1,240
| -9% | -$45K | 0.15% | 67 |
|
2022
Q3 | $465K | Buy |
14,438
+8,770
| +155% | +$282K | 0.16% | 70 |
|
2022
Q2 | $193K | Sell |
5,668
-1,725
| -23% | -$58.7K | 0.07% | 114 |
|
2022
Q1 | $288K | Hold |
7,393
| – | – | 0.09% | 96 |
|
2021
Q4 | $283K | Buy |
7,393
+682
| +10% | +$26.1K | 0.1% | 91 |
|
2021
Q3 | $229K | Sell |
6,711
-3,838
| -36% | -$131K | 0.09% | 98 |
|
2021
Q2 | $372K | Buy |
10,549
+4,548
| +76% | +$160K | 0.16% | 74 |
|
2021
Q1 | $208K | Buy |
+6,001
| New | +$208K | 0.09% | 103 |
|