BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $112K | Buy |
3,301
+1,006
| +44% | +$34.1K | 0.01% | 328 |
|
|
2023
Q1 | $82.1K | Buy |
2,295
+2,200
| +2,316% | +$78.7K | 0.01% | 347 |
|
|
2022
Q4 | $4.53K | Hold |
95
| – | – | ﹤0.01% | 776 |
|
|
2022
Q3 | $5K | Sell |
95
-150
| -61% | -$7.9K | ﹤0.01% | 813 |
|
|
2022
Q2 | $12K | Buy |
245
+150
| +158% | +$7.35K | ﹤0.01% | 650 |
|
|
2022
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 796 |
|
|
2021
Q4 | $6K | Hold |
95
| – | – | ﹤0.01% | 800 |
|
|
2021
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 801 |
|
|
2021
Q2 | $5K | Hold |
95
| – | – | ﹤0.01% | 858 |
|
|
2021
Q1 | $5K | Hold |
95
| – | – | ﹤0.01% | 839 |
|
|
2020
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 666 |
|
|
2020
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 628 |
|
|
2020
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 595 |
|
|
2020
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 643 |
|
|
2019
Q4 | $5K | Hold |
95
| – | – | ﹤0.01% | 487 |
|
|
2019
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 538 |
|
|
2019
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 525 |
|
|
2019
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 500 |
|
|
2018
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 457 |
|
|
2018
Q3 | $5K | Hold |
95
| – | – | ﹤0.01% | 502 |
|
|
2018
Q2 | $5K | Hold |
95
| – | – | ﹤0.01% | 506 |
|
|
2018
Q1 | $5K | Hold |
95
| – | – | ﹤0.01% | 440 |
|
|
2017
Q4 | $5K | Hold |
95
| – | – | ﹤0.01% | 370 |
|
|
2017
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 356 |
|
|
2017
Q2 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 445 |
|