American Portfolios Advisors’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
Q3 | $86K | Sell |
1,800
-34
| -2% | -$1.62K | ﹤0.01% | 1439 |
|
|
2022
Q2 | $90.4K | Sell |
1,834
-553
| -23% | -$27.3K | ﹤0.01% | 1454 |
|
|
2022
Q1 | $141K | Buy |
2,387
+808
| +51% | +$47.6K | ﹤0.01% | 1342 |
|
|
2021
Q4 | $97.5K | Buy |
1,579
+556
| +54% | +$34.3K | ﹤0.01% | 1528 |
|
|
2021
Q3 | $62K | Buy |
1,023
+231
| +29% | +$14K | ﹤0.01% | 1668 |
|
|
2021
Q2 | $45.6K | Buy |
792
+244
| +45% | +$14K | ﹤0.01% | 1771 |
|
|
2021
Q1 | $31.1K | Buy |
+548
| New | +$31.1K | ﹤0.01% | 1831 |
|
|
2020
Q1 | – | Sell |
-401
| Closed | -$20.5K | – | 2838 |
|
|
2019
Q4 | $20.5K | Sell |
401
-40
| -9% | -$2.04K | ﹤0.01% | 1710 |
|
|
2019
Q3 | $20.5K | Sell |
441
-200
| -31% | -$9.31K | ﹤0.01% | 1648 |
|
|
2019
Q2 | $29.4K | Sell |
641
-1,063
| -62% | -$48.8K | ﹤0.01% | 1497 |
|
|
2019
Q1 | $74K | Sell |
1,704
-1,129
| -40% | -$49K | 0.01% | 1018 |
|
|
2018
Q4 | $113K | Buy |
2,833
+14
| +0.5% | +$558 | 0.01% | 690 |
|
|
2018
Q3 | $138K | Sell |
2,819
-66
| -2% | -$3.24K | 0.02% | 714 |
|
|
2018
Q2 | $142K | Hold |
2,885
| – | – | 0.02% | 685 |
|
|
2018
Q1 | $145K | Sell |
2,885
-184
| -6% | -$9.27K | 0.02% | 633 |
|
|
2017
Q4 | $151K | Buy |
+3,069
| New | +$151K | 0.02% | 604 |
|