TrueWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,961
| Closed | -$725K | – | 180 |
|
|
2022
Q1 | $725K | Hold |
18,961
| – | – | 0.33% | 67 |
|
|
2021
Q4 | $725K | Sell |
18,961
-88
| -0.5% | -$3.37K | 0.33% | 67 |
|
|
2021
Q3 | $649K | Sell |
19,049
-6,834
| -26% | -$233K | 0.37% | 58 |
|
|
2021
Q2 | $914K | Buy |
25,883
+3,414
| +15% | +$121K | 0.53% | 43 |
|
|
2021
Q1 | $789K | Buy |
+22,469
| New | +$789K | 0.51% | 43 |
|