Bellevue Asset 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
Q2 | – | Sell |
-103
| Closed | -$4.49K | – | 468 |
|
|
2024
Q1 | $4.49K | Buy |
103
+1
| +1% | +$44 | ﹤0.01% | 321 |
|
|
2023
Q4 | $4.3K | Buy |
102
+2
| +2% | +$84 | ﹤0.01% | 318 |
|
|
2023
Q3 | $3.36K | Sell |
100
-250
| -71% | -$8.4K | ﹤0.01% | 331 |
|
|
2023
Q2 | $11.8K | Hold |
350
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $12.5K | Buy |
+350
| New | +$12.5K | 0.01% | 257 |
|