Tucker Asset Management’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
Q3 | – | Sell |
-96
| Closed | -$11.2K | – | 1563 |
|
2024
Q2 | $11.2K | Sell |
96
-95
| -50% | -$11.1K | ﹤0.01% | 793 |
|
2024
Q1 | $22.2K | Hold |
191
| – | – | 0.01% | 637 |
|
2023
Q4 | $20.7K | Sell |
191
-90
| -32% | -$9.77K | 0.01% | 522 |
|
2023
Q3 | $25.6K | Hold |
281
| – | – | 0.01% | 447 |
|
2023
Q2 | $25.5K | Sell |
281
-182
| -39% | -$16.5K | 0.01% | 364 |
|
2023
Q1 | $42.4K | Sell |
463
-28
| -6% | -$2.57K | 0.01% | 282 |
|
2022
Q4 | $47.5K | Hold |
491
| – | – | 0.02% | 150 |
|
2022
Q3 | $47.1K | Buy |
+491
| New | +$47.1K | 0.02% | 136 |
|