Avitas 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
2018
Q4
Sell
-8,838
Closed -$433K 164
2018
Q3
$433K Buy
8,838
+23
+0.3% +$1.13K 0.12% 144
2018
Q2
$433K Buy
+8,815
New +$433K 0.14% 145