Patriot Financial Group Insurance Agency’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,330
| Closed | -$117K | – | 1118 |
|
|
2022
Q2 | $117K | Hold |
3,330
| – | – | 0.02% | 506 |
|
|
2022
Q1 | $142K | Sell |
3,330
-40
| -1% | -$1.71K | 0.03% | 483 |
|
|
2021
Q4 | $150K | Sell |
3,370
-120
| -3% | -$5.34K | 0.02% | 531 |
|
|
2021
Q3 | $152K | Buy |
3,490
+20
| +0.6% | +$871 | 0.03% | 518 |
|
|
2021
Q2 | $150K | Buy |
3,470
+2,779
| +402% | +$120K | 0.03% | 498 |
|
|
2021
Q1 | $26K | Buy |
691
+539
| +355% | +$20.3K | 0.01% | 993 |
|
|
2020
Q4 | $6K | Sell |
152
-86
| -36% | -$3.4K | ﹤0.01% | 1378 |
|
|
2020
Q3 | $8K | Sell |
238
-241
| -50% | -$8.1K | ﹤0.01% | 1093 |
|
|
2020
Q2 | $15K | Buy |
+479
| New | +$15K | 0.01% | 835 |
|