CPA
Clear Perspective Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-533
| Closed | -$26K | – | 267 |
|
|
2018
Q2 | $26K | Hold |
533
| – | – | 0.02% | 296 |
|
|
2018
Q1 | $27K | Hold |
533
| – | – | 0.02% | 284 |
|
|
2017
Q4 | $26K | Sell |
533
-16
| -3% | -$780 | 0.02% | 275 |
|
|
2017
Q3 | $26K | Buy |
549
+16
| +3% | +$758 | 0.02% | 271 |
|
|
2017
Q2 | $24K | Sell |
533
-700
| -57% | -$31.5K | 0.02% | 276 |
|
|
2017
Q1 | $55K | Buy |
1,233
+250
| +25% | +$11.2K | 0.04% | 205 |
|
|
2016
Q4 | $45K | Buy |
+983
| New | +$45K | 0.03% | 209 |
|