Edmond de Rothschild Holding’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,940
| Closed | -$56K | – | 618 |
|
|
2020
Q1 | $56K | Hold |
1,940
| – | – | ﹤0.01% | 438 |
|
|
2019
Q4 | $99K | Buy |
+1,940
| New | +$99K | ﹤0.01% | 421 |
|
|
2018
Q3 | – | Sell |
-12,750
| Closed | -$627K | – | 746 |
|
|
2018
Q2 | $627K | Sell |
12,750
-7,100
| -36% | -$349K | 0.02% | 316 |
|
|
2018
Q1 | $1M | Buy |
+19,850
| New | +$1M | 0.03% | 271 |
|