Aveo Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,908
| Closed | -$398K | – | 242 |
|
|
2024
Q4 | $398K | Buy |
7,908
+876
| +12% | +$44.1K | 0.04% | 239 |
|
|
2024
Q3 | $334K | Sell |
7,032
-173
| -2% | -$8.22K | 0.04% | 264 |
|
|
2024
Q2 | $299K | Sell |
7,205
-2,024
| -22% | -$83.9K | 0.03% | 260 |
|
|
2024
Q1 | $390K | Sell |
9,229
-32,964
| -78% | -$1.39M | 0.04% | 259 |
|
|
2023
Q4 | $1.77M | Buy |
42,193
+8,496
| +25% | +$355K | 0.21% | 96 |
|
|
2023
Q3 | $1.13M | Sell |
33,697
-1,600
| -5% | -$53.8K | 0.15% | 118 |
|
|
2023
Q2 | $1.19M | Buy |
35,297
+22,237
| +170% | +$753K | 0.15% | 116 |
|
|
2023
Q1 | $467K | Buy |
+13,060
| New | +$467K | 0.06% | 201 |
|