Burkett Financial Services’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	–	Sell	-259	Closed	-$12.3K	–	222
2024 Q3	$12.3K	Buy	259 +2	+0.8%	+$95	0.01%	127
2024 Q2	$10.6K	Sell	257 -82	-24%	-$3.4K	0.01%	136
2024 Q1	$14.7K	Buy	339 +3	+0.9%	+$130	0.01%	127
2023 Q4	$14.1K	Buy	+336	New	+$14.1K	0.01%	127