WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $69.1K | Sell |
1,492
-1,768
| -54% | -$81.8K | 0.02% | 285 |
|
|
2024
Q3 | $153K | Sell |
3,260
-369
| -10% | -$17.3K | 0.04% | 218 |
|
|
2024
Q2 | $153K | Sell |
3,629
-349
| -9% | -$14.7K | 0.05% | 203 |
|
|
2024
Q1 | $172K | Sell |
3,978
-2,673
| -40% | -$116K | 0.05% | 193 |
|
|
2023
Q4 | $268K | Sell |
6,651
-174
| -3% | -$7.01K | 0.1% | 150 |
|
|
2023
Q3 | $250K | Sell |
6,825
-115
| -2% | -$4.21K | 0.1% | 151 |
|
|
2023
Q2 | $271K | Buy |
6,940
+44
| +0.6% | +$1.72K | 0.11% | 139 |
|
|
2023
Q1 | $257K | Buy |
6,896
+422
| +7% | +$15.8K | 0.11% | 133 |
|
|
2022
Q4 | $235K | Buy |
6,474
+4,564
| +239% | +$165K | 0.14% | 105 |
|
|
2022
Q3 | $61.6K | Buy |
1,910
+924
| +94% | +$29.8K | 0.04% | 153 |
|
|
2022
Q2 | $33.6K | Buy |
986
+687
| +230% | +$23.4K | 0.02% | 196 |
|
|
2022
Q1 | $11.6K | Buy |
+299
| New | +$11.6K | 0.01% | 280 |
|