Cottonwood Capital Advisors’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
Q2 | – | Sell |
-56,199
| Closed | -$2.01M | – | 99 |
|
|
2023
Q1 | $2.01M | Sell |
56,199
-519
| -0.9% | -$18.6K | 1.85% | 17 |
|
|
2022
Q4 | $2.7M | Sell |
56,718
-12,765
| -18% | -$608K | 2.41% | 15 |
|
|
2022
Q3 | $3.32M | Sell |
69,483
-2,183
| -3% | -$104K | 3.16% | 9 |
|
|
2022
Q2 | $3.53M | Sell |
71,666
-8,257
| -10% | -$407K | 3.19% | 8 |
|
|
2022
Q1 | $4.71M | Buy |
79,923
+9,300
| +13% | +$548K | 3.73% | 7 |
|
|
2021
Q4 | $4.36M | Buy |
+70,623
| New | +$4.36M | 3.37% | 8 |
|