Pin Oak Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-311
| Closed | -$18K | – | 469 |
|
|
2019
Q1 | $18K | Buy |
311
+2
| +0.6% | +$116 | 0.01% | 264 |
|
|
2018
Q4 | $17K | Buy |
309
+3
| +1% | +$165 | 0.02% | 261 |
|
|
2018
Q3 | $19K | Hold |
306
| – | – | 0.01% | 260 |
|
|
2018
Q2 | $20K | Hold |
306
| – | – | 0.01% | 268 |
|
|
2018
Q1 | $20K | Buy |
306
+1
| +0.3% | +$65 | 0.02% | 270 |
|
|
2017
Q4 | $19K | Buy |
+305
| New | +$19K | 0.01% | 281 |
|