AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,242
| Closed | -$1.31M | – | 1768 |
|
|
2022
Q1 | $1.31M | Sell |
22,242
-12,229
| -35% | -$720K | 0.01% | 831 |
|
|
2021
Q4 | $2.13M | Buy |
34,471
+740
| +2% | +$45.7K | 0.01% | 682 |
|
|
2021
Q3 | $2.04M | Sell |
33,731
-86
| -0.3% | -$5.21K | 0.02% | 642 |
|
|
2021
Q2 | $1.95M | Buy |
33,817
+5,087
| +18% | +$293K | 0.02% | 648 |
|
|
2021
Q1 | $1.63M | Sell |
28,730
-1,664
| -5% | -$94.3K | 0.02% | 621 |
|
|
2020
Q4 | $1.38M | Buy |
+30,394
| New | +$1.38M | 0.02% | 602 |
|
|
2020
Q3 | – | Sell |
-27,795
| Closed | -$940K | – | 1298 |
|
|
2020
Q2 | $940K | Buy |
+27,795
| New | +$940K | 0.01% | 645 |
|