Edge Capital 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
Q4 | $3M | Buy |
59,528
+2,739
| +5% | +$138K | 0.13% | 113 |
|
|
2024
Q3 | $2.7M | Sell |
56,789
-2,795
| -5% | -$133K | 0.12% | 116 |
|
|
2024
Q2 | $2.47M | Sell |
59,584
-7,495
| -11% | -$311K | 0.12% | 117 |
|
|
2024
Q1 | $2.91M | Buy |
67,079
+16,649
| +33% | +$722K | 0.14% | 111 |
|
|
2023
Q4 | $2.11M | Buy |
50,430
+4,943
| +11% | +$207K | 0.12% | 123 |
|
|
2023
Q3 | $1.53M | Buy |
45,487
+5,260
| +13% | +$177K | 0.1% | 131 |
|
|
2023
Q2 | $1.36M | Buy |
+40,227
| New | +$1.36M | 0.08% | 152 |
|