Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-90,400
Closed -$332K 1041
2024
Q2
$332K Sell
90,400
-36,300
-29% -$164K ﹤0.01% 653
2024
Q1
$536K Buy
+126,700
New +$487K ﹤0.01% 618
2022
Q2
Sell
-430,134
Closed -$1.95M 1256
2022
Q1
$1.95M Buy
430,134
+12,043
+3% +$50.3K 0.01% 757
2021
Q4
$1.91M Sell
418,091
-429,214
-51% -$3.04M 0.01% 788
2021
Q3
$6.8M Hold
847,305
0.02% 459
2021
Q2
$13.2M Buy
847,305
+6,300
+0.7% +$93.7K 0.06% 239
2021
Q1
$14M Buy
841,005
+401,100
+91% +$9.27M 0.05% 322
2020
Q4
$7.69M Buy
439,905
+429,871
+4,284% +$9.7M 0.03% 444
2020
Q3
$227K Buy
+10,034
New +$220K ﹤0.01% 687
2018
Q4
Sell
-13,562
Closed -$367K 753
2018
Q3
$367K Sell
13,562
-29,777
-69% -$887K ﹤0.01% 665
2018
Q2
$1.4M Buy
+43,339
New +$1.06M 0.01% 569

Other funds holding IQ