Aft Forsyth & Sober’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40,000
| Closed | -$1.34M | – | 83 |
|
|
2023
Q3 | $1.34M | Hold |
40,000
| – | – | 0.57% | 48 |
|
|
2023
Q2 | $1.35M | Hold |
40,000
| – | – | 0.56% | 50 |
|
|
2023
Q1 | $1.43M | Hold |
40,000
| – | – | 0.72% | 42 |
|
|
2022
Q4 | $1.91M | Hold |
40,000
| – | – | 0.86% | 27 |
|
|
2022
Q3 | $1.91M | Hold |
40,000
| – | – | 0.93% | 21 |
|
|
2022
Q2 | $1.97M | Hold |
40,000
| – | – | 0.92% | 22 |
|
|
2022
Q1 | $2.36M | Hold |
40,000
| – | – | 0.93% | 20 |
|
|
2021
Q4 | $2.47M | Hold |
40,000
| – | – | 0.87% | 21 |
|
|
2021
Q3 | $2.42M | Hold |
40,000
| – | – | 0.91% | 17 |
|
|
2021
Q2 | $2.3M | Hold |
40,000
| – | – | 0.87% | 22 |
|
|
2021
Q1 | $2.27M | Buy |
+40,000
| New | +$2.27M | 0.93% | 18 |
|