OneDigital Investment Advisors’s iShares US Insurance ETF IAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-5,598
Closed -$356K 1205
2019
Q1
$356K Sell
5,598
-2,791
-33% -$177K 0.05% 207
2018
Q4
$484K Buy
8,389
+2,389
+40% +$138K 0.08% 161
2018
Q3
$398K Buy
+6,000
New +$398K 0.09% 119