WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,704
| Closed | -$427K | – | 186 |
|
|
2023
Q2 | $427K | Buy |
4,704
+127
| +3% | +$11.5K | 0.17% | 98 |
|
|
2023
Q1 | $419K | Sell |
4,577
-578
| -11% | -$53K | 0.17% | 110 |
|
|
2022
Q4 | $496K | Sell |
5,155
-784
| -13% | -$75.4K | 0.21% | 100 |
|
|
2022
Q3 | $499K | Hold |
5,939
| – | – | 0.21% | 98 |
|
|
2022
Q2 | $499K | Buy |
5,939
+962
| +19% | +$80.8K | 0.21% | 98 |
|
|
2022
Q1 | $497K | Buy |
+4,977
| New | +$497K | 0.19% | 107 |
|