TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.11M | Sell |
14,652
-604
| -4% | -$87K | 0.3% | 80 |
|
|
2024
Q3 | $1.96M | Sell |
15,256
-55
| -0.4% | -$7.07K | 0.28% | 86 |
|
|
2024
Q2 | $1.79M | Buy |
+15,311
| New | +$1.79M | 0.28% | 92 |
|
|
2022
Q2 | – | Sell |
-2,477
| Closed | -$247K | – | 292 |
|
|
2022
Q1 | $247K | Sell |
2,477
-48
| -2% | -$4.79K | 0.04% | 271 |
|
|
2021
Q4 | $278K | Sell |
2,525
-100
| -4% | -$11K | 0.05% | 259 |
|
|
2021
Q3 | $274K | Buy |
+2,625
| New | +$274K | 0.05% | 256 |
|