Venturi Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-267
Closed -$12.5K 1512
2024
Q1
$12.5K Buy
+267
New +$12.5K ﹤0.01% 872
2023
Q4
Sell
-248
Closed -$9.55K 1386
2023
Q3
$9.55K Sell
248
-345
-58% -$13.3K ﹤0.01% 816
2023
Q2
$22.4K Sell
593
-729
-55% -$27.6K ﹤0.01% 531
2023
Q1
$48.1K Buy
+1,322
New +$48.1K ﹤0.01% 473