Teamwork Financial Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,702
| Closed | -$1.32M | – | 194 |
|
|
2022
Q4 | $1.32M | Buy |
+13,702
| New | +$1.32M | 0.27% | 64 |
|
|
2022
Q2 | – | Sell |
-14,504
| Closed | -$1.45M | – | 224 |
|
|
2022
Q1 | $1.45M | Sell |
14,504
-1,666
| -10% | -$166K | 0.27% | 67 |
|
|
2021
Q4 | $1.78M | Buy |
16,170
+263
| +2% | +$29K | 0.33% | 56 |
|
|
2021
Q3 | $1.66M | Buy |
15,907
+1,493
| +10% | +$156K | 0.33% | 57 |
|
|
2021
Q2 | $1.47M | Buy |
14,414
+1,772
| +14% | +$181K | 0.3% | 62 |
|
|
2021
Q1 | $1.17M | Buy |
+12,642
| New | +$1.17M | 0.27% | 76 |
|