Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $28K | Buy |
+663
| New | +$28K | ﹤0.01% | 808 |
|
|
2023
Q1 | – | Sell |
-380
| Closed | -$18K | – | 1060 |
|
|
2022
Q4 | $18K | Hold |
380
| – | – | ﹤0.01% | 732 |
|
|
2022
Q3 | $18K | Hold |
380
| – | – | ﹤0.01% | 723 |
|
|
2022
Q2 | $19K | Hold |
380
| – | – | ﹤0.01% | 747 |
|
|
2022
Q1 | $22K | Buy |
+380
| New | +$22K | ﹤0.01% | 721 |
|