Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-42,009
| Closed | -$2.75M | – | 186 |
|
|
2018
Q1 | $2.75M | Sell |
42,009
-4,036
| -9% | -$264K | 0.72% | 32 |
|
|
2017
Q4 | $2.89M | Sell |
46,045
-2,084
| -4% | -$131K | 0.71% | 34 |
|
|
2017
Q3 | $2.75M | Sell |
48,129
-1,932
| -4% | -$110K | 0.65% | 41 |
|
|
2017
Q2 | $2.67M | Sell |
50,061
-36,291
| -42% | -$1.93M | 0.74% | 39 |
|
|
2017
Q1 | $4.43M | Buy |
+86,352
| New | +$4.43M | 1.08% | 31 |
|