Ausdal Financial Partners’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
Q4 | – | Sell |
-4,855
| Closed | -$238K | – | 308 |
|
|
2018
Q3 | $238K | Sell |
4,855
-1,375
| -22% | -$67.4K | 0.07% | 332 |
|
|
2018
Q2 | $306K | Buy |
6,230
+1,375
| +28% | +$67.5K | 0.09% | 273 |
|
|
2018
Q1 | $245K | Hold |
4,855
| – | – | 0.09% | 292 |
|
|
2017
Q4 | $239K | Sell |
4,855
-100
| -2% | -$4.92K | 0.09% | 295 |
|
|
2017
Q3 | $234K | Sell |
4,955
-100
| -2% | -$4.72K | 0.09% | 282 |
|
|
2017
Q2 | $230K | Buy |
5,055
+100
| +2% | +$4.55K | 0.1% | 264 |
|
|
2017
Q1 | $222K | Buy |
+4,955
| New | +$222K | 0.1% | 244 |
|
|
2016
Q1 | – | Sell |
-600
| Closed | -$21K | – | 585 |
|
|
2015
Q4 | $21K | Buy |
+600
| New | +$21K | 0.01% | 717 |
|