Avior Wealth Management’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
2024
Q3
Sell
-28
Closed -$1.2K 2367
2024
Q2
$1.2K Sell
28
-69
-71% -$2.96K ﹤0.01% 2013
2024
Q1
$4.22K Buy
97
+1
+1% +$43 ﹤0.01% 2120
2023
Q4
$4.05K Sell
96
-124
-56% -$5.23K ﹤0.01% 1201
2023
Q3
$7.41K Sell
220
-125
-36% -$4.21K ﹤0.01% 1088
2023
Q2
$11.7K Buy
+345
New +$11.7K ﹤0.01% 996