Cape Cod Five Cents Savings Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$202K | 0.02% | 186 |
|
|
2024
Q2 | – | Sell |
-5,125
| Closed | -$222K | – | 193 |
|
|
2024
Q1 | $222K | Sell |
5,125
-1,087
| -17% | -$47.2K | 0.02% | 183 |
|
|
2023
Q4 | $260K | Sell |
6,212
-7,946
| -56% | -$332K | 0.03% | 170 |
|
|
2023
Q3 | $476K | Buy |
14,158
+4,723
| +50% | +$159K | 0.03% | 172 |
|
|
2023
Q2 | $319K | Buy |
+9,435
| New | +$319K | 0.03% | 158 |
|