Bison Wealth’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
Q4
$334K Buy
6,638
+12
+0.2% +$604 0.07% 211
2024
Q3
$315K Sell
6,626
-1,168
-15% -$55.5K 0.05% 314
2024
Q2
$338K Hold
7,794
0.06% 308
2024
Q1
$338K Buy
7,794
+1,783
+30% +$77.3K 0.05% 308
2023
Q4
$252K Buy
+6,011
New +$252K 0.04% 347