WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,545
| Closed | -$349K | – | 253 |
|
|
2024
Q4 | $349K | Sell |
7,545
-95
| -1% | -$4.4K | 0.05% | 200 |
|
|
2024
Q3 | $359K | Buy |
7,640
+139
| +2% | +$6.53K | 0.05% | 214 |
|
|
2024
Q2 | $316K | Buy |
7,501
+82
| +1% | +$3.45K | 0.03% | 247 |
|
|
2024
Q1 | $322K | Buy |
7,419
+448
| +6% | +$19.4K | 0.03% | 249 |
|
|
2023
Q4 | $281K | Buy |
+6,971
| New | +$281K | 0.03% | 271 |
|
|
2023
Q3 | – | Sell |
-4,124
| Closed | -$161K | – | 691 |
|
|
2023
Q2 | $161K | Sell |
4,124
-1,968
| -32% | -$76.9K | 0.02% | 328 |
|
|
2023
Q1 | $227K | Buy |
6,092
+126
| +2% | +$4.7K | 0.03% | 286 |
|
|
2022
Q4 | $231K | Buy |
+5,966
| New | +$231K | 0.02% | 348 |
|