PS
Planned Solutions’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-731
| Closed | -$94.3K | – | 344 |
|
|
2024
Q3 | $94.3K | Buy |
+731
| New | +$94.3K | 0.04% | 216 |
|
|
2024
Q1 | – | Sell |
-731
| Closed | -$73.2K | – | 290 |
|
|
2023
Q4 | $73.2K | Buy |
+731
| New | +$73.2K | 0.03% | 230 |
|
|
2021
Q1 | – | Sell |
-330
| Closed | -$22K | – | 216 |
|
|
2020
Q4 | $22K | Hold |
330
| – | – | 0.02% | 276 |
|
|
2020
Q3 | $18K | Buy |
+330
| New | +$18K | 0.02% | 222 |
|