YorkBridge Wealth Partners’s iShares US Insurance ETF IAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-550
| Closed | -$39K | – | 389 |
|
|
2019
Q2 | $39K | Hold |
550
| – | – | 0.02% | 392 |
|
|
2019
Q1 | $35K | Hold |
550
| – | – | 0.02% | 394 |
|
|
2018
Q4 | $32K | Hold |
550
| – | – | 0.02% | 373 |
|
|
2018
Q3 | $36K | Hold |
550
| – | – | 0.02% | 391 |
|
|
2018
Q2 | $34K | Hold |
550
| – | – | 0.01% | 409 |
|
|
2018
Q1 | $36K | Hold |
550
| – | – | 0.02% | 405 |
|
|
2017
Q4 | $36K | Hold |
550
| – | – | 0.02% | 406 |
|
|
2017
Q3 | $35K | Hold |
550
| – | – | 0.02% | 421 |
|
|
2017
Q2 | $35K | Hold |
550
| – | – | 0.02% | 418 |
|
|
2017
Q1 | $33K | Hold |
550
| – | – | 0.02% | 424 |
|
|
2016
Q4 | $32K | Buy |
+550
| New | +$32K | 0.02% | 414 |
|