B. Riley Wealth Advisors’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
Q4 | $406K | Sell |
8,052
-29,312
| -78% | -$1.48M | 0.01% | 763 |
|
|
2024
Q3 | $1.74M | Sell |
37,364
-619
| -2% | -$28.9K | 0.05% | 346 |
|
|
2024
Q2 | $1.57M | Sell |
37,983
-2,303
| -6% | -$95.5K | 0.04% | 406 |
|
|
2024
Q1 | $1.37M | Sell |
40,286
-6
| -0% | -$205 | 0.04% | 438 |
|
|
2023
Q4 | $1.69M | Buy |
40,292
+6
| +0% | +$251 | 0.05% | 399 |
|
|
2023
Q3 | $1.37M | Buy |
40,286
+2,275
| +6% | +$77.6K | 0.04% | 438 |
|
|
2023
Q2 | $1.29M | Buy |
38,011
+22,658
| +148% | +$767K | 0.03% | 487 |
|
|
2023
Q1 | $549K | Buy |
15,353
+10,655
| +227% | +$381K | 0.01% | 764 |
|
|
2022
Q4 | $224K | Buy |
+4,698
| New | +$224K | 0.01% | 1196 |
|
|
2022
Q1 | – | Sell |
-26,165
| Closed | -$1.62M | – | 1450 |
|
|
2021
Q4 | $1.62M | Buy |
+26,165
| New | +$1.62M | 0.05% | 398 |
|
|
2014
Q3 | – | Sell |
-49
| Closed | -$1.7K | – | 1216 |
|
|
2014
Q2 | $1.7K | Buy |
+49
| New | +$1.7K | ﹤0.01% | 2244 |
|