Belpointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,077
| Closed | -$38.6K | – | 1827 |
|
|
2023
Q1 | $38.6K | Sell |
1,077
-993
| -48% | -$35.5K | ﹤0.01% | 1867 |
|
|
2022
Q4 | $98.6K | Buy |
+2,070
| New | +$98.6K | 0.01% | 1246 |
|
|
2022
Q3 | – | Sell |
-2,066
| Closed | -$101K | – | 1206 |
|
|
2022
Q2 | $101K | Sell |
2,066
-69
| -3% | -$3.37K | 0.01% | 1116 |
|
|
2022
Q1 | $126K | Buy |
+2,135
| New | +$126K | 0.01% | 1110 |
|