Peak Financial Advisors’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
2024
Q3
Sell
-3,342
Closed -$338K 85
2024
Q2
$338K Sell
3,342
-3,503
-51% -$354K 0.19% 67
2024
Q1
$792K Buy
+6,845
New +$792K 0.48% 38
2022
Q1
Sell
-37,969
Closed -$3.15M 96
2021
Q4
$3.15M Buy
+37,969
New +$3.15M 2.43% 12