Southern Capital Advisors’s iShares US Insurance ETF IAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,832
| Closed | -$585K | – | 74 |
|
|
2023
Q1 | $585K | Sell |
6,832
-989
| -13% | -$84.7K | 0.43% | 38 |
|
|
2022
Q4 | $715K | Sell |
7,821
-810
| -9% | -$74K | 0.55% | 36 |
|
|
2022
Q3 | $683K | Buy |
8,631
+2,038
| +31% | +$161K | 0.56% | 32 |
|
|
2022
Q2 | $547K | Buy |
6,593
+827
| +14% | +$68.6K | 0.43% | 34 |
|
|
2022
Q1 | $526K | Buy |
+5,766
| New | +$526K | 0.36% | 38 |
|