CWM
C2C Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,484
| Closed | -$602K | – | 150 |
|
|
2023
Q3 | $602K | Sell |
18,484
-5,700
| -24% | -$186K | 0.09% | 123 |
|
|
2023
Q2 | $873K | Hold |
24,184
| – | – | 0.12% | 91 |
|
|
2023
Q1 | $841K | Sell |
24,184
-3,850
| -14% | -$134K | 0.14% | 96 |
|
|
2022
Q4 | $1.36M | Hold |
28,034
| – | – | 0.24% | 46 |
|
|
2022
Q3 | $1.43M | Hold |
28,034
| – | – | 0.28% | 40 |
|
|
2022
Q2 | $1.44M | Sell |
28,034
-6,500
| -19% | -$334K | 0.26% | 45 |
|
|
2022
Q1 | $1.99M | Hold |
34,534
| – | – | 0.34% | 35 |
|
|
2021
Q4 | $2.13M | Buy |
+34,534
| New | +$2.13M | 0.31% | 39 |
|