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Concorde Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Concorde Asset Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,408
Closed -$272K – 176
2021
Q4 		$272K Buy
+4,408
New +$272K 0.16% 130