Teamwork Financial 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
Q4 | – | Sell |
-20,338
| Closed | -$1.86M | – | 201 |
|
|
2023
Q3 | $1.86M | Buy |
20,338
+720
| +4% | +$66K | 0.3% | 54 |
|
|
2023
Q2 | $1.72M | Buy |
+19,618
| New | +$1.72M | 0.28% | 61 |
|
|
2023
Q1 | – | Sell |
-16,634
| Closed | -$1.52M | – | 195 |
|
|
2022
Q4 | $1.52M | Buy |
16,634
+5,747
| +53% | +$525K | 0.31% | 53 |
|
|
2022
Q3 | $861K | Buy |
+10,887
| New | +$861K | 0.19% | 81 |
|