PFM
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Phillips Financial Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Phillips Financial Management’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$476 – 267
2024
Q3 		$476 Hold
10
– – ﹤0.01% 275
2024
Q2 		$425 Sell
10
-191
-95% -$8.21K ﹤0.01% 270
2024
Q1 		$8.72K Sell
201
-19
-9% -$763 ﹤0.01% 241
2023
Q4 		$8.86K Buy
220
+29
+15% +$1.08K ﹤0.01% 228
2023
Q3 		$6.99K Hold
191
– – ﹤0.01% 228
2023
Q2 		$7.46K Hold
191
– – ﹤0.01% 222
2023
Q1 		$7.13K Hold
191
– – ﹤0.01% 226
2022
Q4 		$6.93K Sell
191
-330
-63% -$11.8K ﹤0.01% 214
2022
Q3 		$17K Buy
+521
New +$18.8K ﹤0.01% 195

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