Summit Wealth & Retirement Planning’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
2023 Q2	–	Sell	-10,419	Closed	-$389K	–	78
2023 Q1	$389K	Sell	10,419 -8,552	-45%	-$319K	0.15%	63
2022 Q4	$688K	Hold	18,971	–	–	0.28%	45
2022 Q3	$612K	Hold	18,971	–	–	0.24%	52
2022 Q2	$646K	Buy	+18,971	New	+$646K	0.25%	52