Patriot Financial Group Insurance Agency’s iShares US Infrastructure ETF IFRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,927
| Closed | -$321K | – | 501 |
|
|
2024
Q4 | $321K | Buy |
6,927
+63
| +0.9% | +$2.92K | 0.04% | 361 |
|
|
2024
Q3 | $322K | Buy |
6,864
+60
| +0.9% | +$2.82K | 0.04% | 369 |
|
|
2024
Q2 | $287K | Buy |
6,804
+1,095
| +19% | +$46.1K | 0.04% | 385 |
|
|
2024
Q1 | $248K | Buy |
5,709
+307
| +6% | +$13.3K | 0.04% | 407 |
|
|
2023
Q4 | $218K | Buy |
+5,402
| New | +$218K | 0.04% | 406 |
|
|
2022
Q3 | – | Sell |
-5,895
| Closed | -$201K | – | 1107 |
|
|
2022
Q2 | $201K | Buy |
5,895
+5,232
| +789% | +$178K | 0.04% | 380 |
|
|
2022
Q1 | $26K | Buy |
663
+1
| +0.2% | +$39 | ﹤0.01% | 988 |
|
|
2021
Q4 | $25K | Hold |
662
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q3 | $23K | Buy |
662
+1
| +0.2% | +$35 | ﹤0.01% | 1157 |
|
|
2021
Q2 | $23K | Hold |
661
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $23K | Buy |
+661
| New | +$23K | 0.01% | 1033 |
|