Avantax Advisory Services’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 |
-9,680
| Closed | -$325K | – | 1622 |
|
|
2023
Q3 | $325K | Sell |
9,680
-1,008
| -9% | -$33.9K | ﹤0.01% | 1152 |
|
|
2023
Q2 | $362K | Buy |
10,688
+148
| +1% | +$5.01K | ﹤0.01% | 1086 |
|
|
2023
Q1 | $377K | Buy |
10,540
+3,211
| +44% | +$115K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $349K | Buy |
7,329
+1,572
| +27% | +$74.9K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $275K | Sell |
5,757
-1,009
| -15% | -$48.2K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $333K | Buy |
6,766
+2,163
| +47% | +$106K | 0.01% | 964 |
|
|
2022
Q1 | $270K | Buy |
+4,603
| New | +$270K | ﹤0.01% | 1052 |
|