Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,472
| Closed | -$248K | – | 51 |
|
|
2018
Q4 | $248K | Sell |
4,472
-566
| -11% | -$31.4K | 0.21% | 37 |
|
|
2018
Q3 | $314K | Sell |
5,038
-39,864
| -89% | -$2.48M | 0.22% | 37 |
|
|
2018
Q2 | $2.88M | Sell |
44,902
-1,020
| -2% | -$65.4K | 2.14% | 16 |
|
|
2018
Q1 | $3.01M | Sell |
45,922
-1,524
| -3% | -$99.7K | 2.25% | 15 |
|
|
2017
Q4 | $2.98M | Buy |
+47,446
| New | +$2.98M | 2.23% | 16 |
|