Noven Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,427
| Closed | -$402K | – | 42 |
|
|
2015
Q3 | $402K | Buy |
10,427
+1,579
| +18% | +$60.9K | 0.32% | 29 |
|
|
2015
Q2 | $388K | Buy |
+8,848
| New | +$388K | 0.28% | 29 |
|
|
2014
Q2 | – | Sell |
-35,061
| Closed | -$1.35M | – | 37 |
|
|
2014
Q1 | $1.35M | Sell |
35,061
-1,463
| -4% | -$56.5K | 1.04% | 16 |
|
|
2013
Q4 | $1.41M | Buy |
+36,524
| New | +$1.41M | 0.97% | 17 |
|