Carroll Financial Associates’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $915K | Buy |
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|
2021
Q1 | $895K | Buy |
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|
2020
Q4 | $212K | Hold |
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|
2020
Q3 | $153K | Hold |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $83K | Sell |
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|
2019
Q4 | $172K | Sell |
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|
2019
Q3 | $194K | Sell |
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|
2019
Q2 | $361K | Sell |
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|
2019
Q1 | $363K | Hold |
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|
2018
Q4 | $348K | Sell |
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|
2018
Q3 | $447K | Hold |
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|
2018
Q2 | $449K | Buy |
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|
2018
Q1 | $436K | Hold |
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|
2017
Q4 | $426K | Sell |
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|
2017
Q3 | $418K | Sell |
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|
2017
Q2 | $432K | Buy |
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|
2017
Q1 | $408K | Buy |
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|
2016
Q4 | $377K | Hold |
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|
2016
Q3 | $292K | Buy |
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|
2016
Q2 | $63K | Buy |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $3K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $176K | Buy |
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|
2014
Q1 | $160K | Buy |
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|
2013
Q4 | $142K | Hold |
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|
2013
Q3 | $128K | Hold |
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|
2013
Q2 | $0 | Buy |
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