Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-65
| Closed | -$5K | – | 1086 |
|
|
2022
Q2 | $5K | Buy |
65
+35
| +117% | +$2.69K | ﹤0.01% | 1482 |
|
|
2022
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1773 |
|
|
2019
Q2 | – | Sell |
-9
| Closed | -$1K | – | 1450 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1124 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 904 |
|
|
2018
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 908 |
|