Resurgent Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,021
| Closed | -$218K | – | 187 |
|
|
2024
Q1 | $218K | Sell |
5,021
-4,139
| -45% | -$179K | 0.12% | 172 |
|
|
2023
Q4 | $369K | Buy |
9,160
+474
| +5% | +$19.1K | 0.23% | 116 |
|
|
2023
Q3 | $318K | Buy |
8,686
+930
| +12% | +$34K | 0.22% | 103 |
|
|
2023
Q2 | $303K | Buy |
7,756
+431
| +6% | +$16.8K | 0.2% | 108 |
|
|
2023
Q1 | $273K | Buy |
7,325
+805
| +12% | +$30K | 0.18% | 115 |
|
|
2022
Q4 | $236K | Sell |
6,520
-153
| -2% | -$5.55K | 0.12% | 169 |
|
|
2022
Q3 | $215K | Sell |
6,673
-149
| -2% | -$4.8K | 0.14% | 175 |
|
|
2022
Q2 | $232K | Buy |
6,822
+1,167
| +21% | +$39.7K | 0.15% | 157 |
|
|
2022
Q1 | $220K | Buy |
5,655
+190
| +3% | +$7.39K | 0.14% | 164 |
|
|
2021
Q4 | $209K | Buy |
+5,465
| New | +$209K | 0.17% | 115 |
|