Advisors Preferred’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-779
| Closed | -$38K | – | 210 |
|
|
2018
Q2 | $38K | Sell |
779
-1,166
| -60% | -$56.9K | 0.02% | 174 |
|
|
2018
Q1 | $98K | Buy |
1,945
+1,548
| +390% | +$78K | 0.05% | 121 |
|
|
2017
Q4 | $20K | Buy |
+397
| New | +$20K | 0.01% | 166 |
|
|
2017
Q2 | – | Sell |
-774
| Closed | -$35 | – | 233 |
|
|
2017
Q1 | $35 | Sell |
774
-1,020
| -57% | -$46 | 0.02% | 138 |
|
|
2016
Q4 | $81K | Buy |
+1,794
| New | +$81K | 0.04% | 108 |
|
|
2016
Q1 | – | Sell |
-750
| Closed | -$26K | – | 226 |
|
|
2015
Q4 | $26K | Buy |
+750
| New | +$26K | 0.01% | 114 |
|
|
2015
Q3 | – | Sell |
-3,123
| Closed | -$114K | – | 221 |
|
|
2015
Q2 | $114K | Buy |
3,123
+650
| +26% | +$23.7K | 0.06% | 86 |
|
|
2015
Q1 | $86.2K | Sell |
2,473
-724
| -23% | -$25.2K | 0.05% | 109 |
|
|
2014
Q4 | $112K | Buy |
3,197
+2,935
| +1,120% | +$103K | 0.05% | 168 |
|
|
2014
Q3 | $8.68K | Buy |
+262
| New | +$8.68K | 0.01% | 200 |
|
|
2014
Q2 | – | Sell |
-46,820
| Closed | -$1.64M | – | 370 |
|
|
2014
Q1 | $1.64M | Sell |
46,820
-16,691
| -26% | -$584K | 0.75% | 50 |
|
|
2013
Q4 | $2.1M | Buy |
+63,511
| New | +$2.1M | 1.16% | 27 |
|