BIA
Barry Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-290,276
| Closed | -$12.1M | – | 120 |
|
|
2023
Q4 | $12.1M | Sell |
290,276
-1,283
| -0.4% | -$53.7K | 4.11% | 5 |
|
|
2023
Q3 | $9.94M | Buy |
291,559
+10,297
| +4% | +$351K | 3.58% | 6 |
|
|
2023
Q2 | $9.52M | Buy |
281,262
+7,188
| +3% | +$243K | 3.21% | 7 |
|
|
2023
Q1 | $9.81M | Buy |
+274,074
| New | +$9.81M | 3.21% | 9 |
|