Advisor Group’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $367K | Sell |
7,202
-504
| -7% | -$25.7K | ﹤0.01% | 1898 |
|
2019
Q3 | $358K | Sell |
7,706
-410
| -5% | -$19K | ﹤0.01% | 1866 |
|
2019
Q2 | $373K | Sell |
8,116
-3,734
| -32% | -$172K | ﹤0.01% | 1821 |
|
2019
Q1 | $515K | Sell |
11,850
-742
| -6% | -$32.2K | ﹤0.01% | 1564 |
|
2018
Q4 | $501K | Sell |
12,592
-2,863
| -19% | -$114K | ﹤0.01% | 1405 |
|
2018
Q3 | $758K | Buy |
15,455
+3,143
| +26% | +$154K | 0.01% | 1173 |
|
2018
Q2 | $605K | Buy |
12,312
+1,126
| +10% | +$55.3K | 0.01% | 1177 |
|
2018
Q1 | $562K | Buy |
11,186
+1,959
| +21% | +$98.4K | 0.01% | 1235 |
|
2017
Q4 | $456K | Buy |
9,227
+2,852
| +45% | +$141K | 0.01% | 1388 |
|
2017
Q3 | $301K | Buy |
6,375
+1,125
| +21% | +$53.1K | ﹤0.01% | 1530 |
|
2017
Q2 | $240K | Sell |
5,250
-11,065
| -68% | -$506K | ﹤0.01% | 1649 |
|
2017
Q1 | $731K | Buy |
16,315
+9,863
| +153% | +$442K | 0.01% | 870 |
|
2016
Q4 | $292K | Buy |
6,452
+2,833
| +78% | +$128K | 0.01% | 1319 |
|
2016
Q3 | $127K | Buy |
3,619
+400
| +12% | +$14K | ﹤0.01% | 1844 |
|
2016
Q2 | $102K | Buy |
+3,219
| New | +$102K | ﹤0.01% | 1916 |
|