Concord Wealth Partners’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
2023 Q1	–	Sell	-18	Closed	-$858	–	1109
2022 Q4	$858	Buy	+18	New	+$858	﹤0.01%	1095
2022 Q1	–	Sell	-89	Closed	-$5K	–	1328
2021 Q4	$5K	Buy	+89	New	+$5K	﹤0.01%	944