Abundance Wealth Counselors’s iShares US Regional Banks ETF IAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-99,312
Closed -$4.31M 97
2024
Q1
$4.31M Buy
99,312
+7,384
+8% +$320K 0.99% 18
2023
Q4
$3.85M Buy
91,928
+5,509
+6% +$230K 1% 17
2023
Q3
$2.9M Buy
+86,419
New +$2.9M 0.83% 18