Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-202
| Closed | -$8.36K | – | 626 |
|
|
2024
Q2 | $8.36K | Buy |
202
+2
| +1% | +$83 | ﹤0.01% | 393 |
|
|
2024
Q1 | $8.67K | Buy |
200
+1
| +0.5% | +$43 | ﹤0.01% | 336 |
|
|
2023
Q4 | $8.31K | Buy |
199
+6
| +3% | +$250 | ﹤0.01% | 339 |
|
|
2023
Q3 | $6.5K | Hold |
193
| – | – | ﹤0.01% | 294 |
|
|
2023
Q2 | $6.55K | Buy |
193
+1
| +0.5% | +$34 | ﹤0.01% | 298 |
|
|
2023
Q1 | $6.86K | Buy |
192
+121
| +170% | +$4.32K | ﹤0.01% | 295 |
|
|
2022
Q4 | $3.37K | Buy |
71
+1
| +1% | +$47 | ﹤0.01% | 488 |
|
|
2022
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 376 |
|
|
2022
Q2 | – | Sell |
-69
| Closed | -$4K | – | 501 |
|
|
2022
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 496 |
|