RFWA
RPg Family Wealth Advisory’s iShares US Home Construction ETF ITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-591
| Closed | -$35K | – | 204 |
|
2022
Q1 | $35K | Sell |
591
-4,049
| -87% | -$240K | 0.01% | 173 |
|
2021
Q4 | $385K | Sell |
4,640
-3,703
| -44% | -$307K | 0.15% | 89 |
|
2021
Q3 | $552K | Buy |
8,343
+886
| +12% | +$58.6K | 0.23% | 69 |
|
2021
Q2 | $516K | Buy |
+7,457
| New | +$516K | 0.21% | 76 |
|
2020
Q4 | $402K | Sell |
7,204
-576
| -7% | -$32.1K | 0.19% | 86 |
|
2020
Q3 | $441K | Buy |
7,780
+388
| +5% | +$22K | 0.23% | 78 |
|
2020
Q2 | $326K | Buy |
+7,392
| New | +$326K | 0.2% | 88 |
|