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Cape Cod Five Cents Savings Bank’s iShares US Regional Banks ETF IAT Stock Holding History

Cape Cod Five Cents Savings Bank’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$202K Hold
4,249
– – 0.02% 186
2025
Q3 		$202K Hold
4,249
– – 0.02% 186
2025
Q2 		$202K Hold
4,249
– – 0.02% 186
2025
Q1 		$202K Hold
4,249
– – 0.02% 186
2024
Q4 		$202K Hold
4,249
– – 0.02% 186
2024
Q3 		$202K Buy
+4,249
New +$196K 0.02% 186
2024
Q2 		– Sell
-5,125
Closed -$222K – 193
2024
Q1 		$222K Sell
5,125
-1,087
-17% -$44.6K 0.02% 183
2023
Q4 		$260K Sell
6,212
-7,946
-56% -$285K 0.03% 170
2023
Q3 		$476K Buy
14,158
+4,723
+50% +$170K 0.03% 172
2023
Q2 		$319K Buy
+9,435
New +$317K 0.03% 158

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