NWAM LLC’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
Q3 | – | Sell |
-30,955
| Closed | -$1.99M | – | 352 |
|
|
2018
Q2 | $1.99M | Buy |
+30,955
| New | +$1.99M | 0.47% | 55 |
|
|
2015
Q1 | – | Sell |
-29,271
| Closed | -$1.25M | – | 250 |
|
|
2014
Q4 | $1.25M | Sell |
29,271
-3,424
| -10% | -$146K | 0.54% | 47 |
|
|
2014
Q3 | $1.28M | Sell |
32,695
-1,389
| -4% | -$54.5K | 0.46% | 58 |
|
|
2014
Q2 | $1.28M | Buy |
34,084
+830
| +2% | +$31.3K | 0.4% | 67 |
|
|
2014
Q1 | $1.28M | Buy |
+33,254
| New | +$1.28M | 0.44% | 60 |
|