Cutler Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4K | Sell |
100
-800
| -89% | -$32K | ﹤0.01% | 734 |
|
|
2023
Q4 | $37K | Buy |
900
+200
| +29% | +$8.22K | ﹤0.01% | 722 |
|
|
2023
Q3 | $23K | Sell |
700
-151
| -18% | -$4.96K | ﹤0.01% | 849 |
|
|
2023
Q2 | $28K | Buy |
+851
| New | +$28K | ﹤0.01% | 741 |
|
|
2023
Q1 | – | Sell |
-700
| Closed | -$33K | – | 1778 |
|
|
2022
Q4 | $33K | Hold |
700
| – | – | ﹤0.01% | 940 |
|
|
2022
Q3 | $33K | Buy |
700
+100
| +17% | +$4.71K | ﹤0.01% | 1027 |
|
|
2022
Q2 | $29K | Hold |
600
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q1 | $35K | Buy |
+600
| New | +$35K | ﹤0.01% | 1168 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2297 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2376 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1711 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1774 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1766 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1859 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$11K | – | 1800 |
|
|
2018
Q4 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 1227 |
|
|
2018
Q3 | – | Sell |
-865
| Closed | -$42K | – | 1879 |
|
|
2018
Q2 | $42K | Buy |
865
+800
| +1,231% | +$38.8K | ﹤0.01% | 942 |
|
|
2018
Q1 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 1621 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2428 |
|
|
2017
Q3 | – | Sell |
-2,700
| Closed | -$122K | – | 2736 |
|
|
2017
Q2 | $122K | Buy |
2,700
+100
| +4% | +$4.52K | ﹤0.01% | 1096 |
|
|
2017
Q1 | $116K | Sell |
2,600
-2,500
| -49% | -$112K | ﹤0.01% | 1061 |
|
|
2016
Q4 | $231K | Buy |
5,100
+4,600
| +920% | +$208K | 0.01% | 792 |
|
|
2016
Q3 | $17K | Sell |
500
-400
| -44% | -$13.6K | ﹤0.01% | 1891 |
|
|
2016
Q2 | $29K | Buy |
+900
| New | +$29K | ﹤0.01% | 1640 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3044 |
|