TrinityPoint Wealth’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

TrinityPoint Wealth’s Portfolio IAI Stock Details IAI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.11M	Sell
2024 Q3	$1.96M	Sell
2024 Q2	$1.79M	Buy
2022 Q2	–	Sell
2022 Q1	$247K	Sell
2021 Q4	$278K	Sell
2021 Q3	$274K	Buy