WealthSource Partners’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,650
| Closed | -$469K | – | 520 |
|
|
2022
Q2 | $469K | Buy |
5,650
+200
| +4% | +$16.6K | 0.03% | 316 |
|
|
2022
Q1 | $497K | Buy |
+5,450
| New | +$497K | 0.03% | 344 |
|
|
2021
Q1 | – | Sell |
-8,000
| Closed | -$540K | – | 440 |
|
|
2020
Q4 | $540K | Sell |
8,000
-1,075
| -12% | -$72.6K | 0.06% | 201 |
|
|
2020
Q3 | $506K | Buy |
+9,075
| New | +$506K | 0.07% | 193 |
|