Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-462
| Closed | -$28K | – | 1114 |
|
|
2021
Q3 | $28K | Buy |
462
+1
| +0.2% | +$61 | ﹤0.01% | 1091 |
|
|
2021
Q2 | $26K | Buy |
461
+226
| +96% | +$12.7K | ﹤0.01% | 1175 |
|
|
2021
Q1 | $13K | Sell |
235
-178
| -43% | -$9.85K | ﹤0.01% | 1101 |
|
|
2020
Q4 | $18K | Buy |
413
+4
| +1% | +$174 | ﹤0.01% | 780 |
|
|
2020
Q3 | $14.6K | Sell |
409
-205
| -33% | -$7.34K | 0.01% | 667 |
|
|
2020
Q2 | $19.7K | Buy |
+614
| New | +$19.7K | 0.01% | 545 |
|