Patriot Financial Group Insurance Agency’s iShares US Home Construction ETF ITB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,211
| Closed | -$332K | – | 502 |
|
|
2024
Q4 | $332K | Sell |
3,211
-525
| -14% | -$54.3K | 0.04% | 351 |
|
|
2024
Q3 | $475K | Buy |
+3,736
| New | +$475K | 0.06% | 300 |
|
|
2022
Q3 | – | Sell |
-352
| Closed | -$18K | – | 1161 |
|
|
2022
Q2 | $18K | Buy |
352
+1
| +0.3% | +$51 | ﹤0.01% | 1040 |
|
|
2022
Q1 | $21K | Sell |
351
-251
| -42% | -$15K | ﹤0.01% | 1069 |
|
|
2021
Q4 | $50K | Sell |
602
-100
| -14% | -$8.31K | 0.01% | 862 |
|
|
2021
Q3 | $46K | Sell |
702
-350
| -33% | -$22.9K | 0.01% | 893 |
|
|
2021
Q2 | $73K | Buy |
1,052
+1
| +0.1% | +$69 | 0.01% | 717 |
|
|
2021
Q1 | $71K | Buy |
1,051
+350
| +50% | +$23.6K | 0.02% | 655 |
|
|
2020
Q4 | $39K | Buy |
701
+101
| +17% | +$5.62K | 0.01% | 765 |
|
|
2020
Q3 | $34K | Buy |
600
+50
| +9% | +$2.83K | 0.01% | 634 |
|
|
2020
Q2 | $24K | Buy |
+550
| New | +$24K | 0.01% | 700 |
|