WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-500
| Closed | -$21K | – | 1889 |
|
|
2014
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 1199 |
|
|
2014
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1270 |
|
|
2014
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 1292 |
|
|
2014
Q1 | $19K | Buy |
500
+215
| +75% | +$8.17K | ﹤0.01% | 1264 |
|
|
2013
Q4 | $11K | Buy |
+285
| New | +$11K | ﹤0.01% | 1546 |
|