Enterprise Financial Services Corp (EFSC)’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,050
| Closed | -$175K | – | 759 |
|
2021
Q2 | $175K | Hold |
3,050
| – | – | 0.03% | 236 |
|
2021
Q1 | $173K | Hold |
3,050
| – | – | 0.03% | 236 |
|
2020
Q4 | $138K | Hold |
3,050
| – | – | 0.03% | 243 |
|
2020
Q3 | $100K | Hold |
3,050
| – | – | 0.02% | 280 |
|
2020
Q2 | $103K | Sell |
3,050
-6,992
| -70% | -$236K | 0.02% | 270 |
|
2020
Q1 | $290K | Buy |
10,042
+804
| +9% | +$23.2K | 0.07% | 149 |
|
2019
Q4 | $471K | Buy |
9,238
+4,575
| +98% | +$233K | 0.1% | 136 |
|
2019
Q3 | $217K | Buy |
4,663
+1,423
| +44% | +$66.2K | 0.05% | 209 |
|
2019
Q2 | $148K | Hold |
3,240
| – | – | 0.03% | 261 |
|
2019
Q1 | $141K | Buy |
+3,240
| New | +$141K | 0.03% | 262 |
|
2013
Q4 | – | Sell |
-3,271
| Closed | -$98K | – | 1241 |
|
2013
Q3 | $98K | Hold |
3,271
| – | – | 0.06% | 159 |
|
2013
Q2 | $96K | Buy |
+3,271
| New | +$96K | 0.07% | 159 |
|