MWS
Maxwell Wealth Strategies’s iShares US Infrastructure ETF IFRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $669K | Buy |
14,462
+550
| +4% | +$25.5K | 0.27% | 74 |
|
|
2024
Q3 | $666K | Sell |
13,912
-117
| -0.8% | -$5.6K | 0.28% | 75 |
|
|
2024
Q2 | $591K | Buy |
14,029
+194
| +1% | +$8.17K | 0.29% | 73 |
|
|
2024
Q1 | $606K | Sell |
13,835
-3,935
| -22% | -$172K | 0.31% | 73 |
|
|
2023
Q4 | $716K | Buy |
+17,770
| New | +$716K | 0.47% | 54 |
|