Fiduciary Trust International of Pennsylvania’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,220
| Closed | -$290K | – | 336 |
|
|
2019
Q3 | $290K | Sell |
6,220
-1,400
| -18% | -$65.3K | 0.01% | 337 |
|
|
2019
Q2 | $350K | Buy |
+7,620
| New | +$350K | 0.01% | 321 |
|
|
2018
Q2 | – | Sell |
-17,770
| Closed | -$895K | – | 355 |
|
|
2018
Q1 | $895K | Sell |
17,770
-785
| -4% | -$39.5K | 0.04% | 251 |
|
|
2017
Q4 | $915K | Buy |
+18,555
| New | +$915K | 0.04% | 253 |
|
|
2017
Q3 | – | Sell |
-87,967
| Closed | -$4.01M | – | 356 |
|
|
2017
Q2 | $4.01M | Sell |
87,967
-1,745
| -2% | -$79.5K | 0.2% | 135 |
|
|
2017
Q1 | $4.02M | Buy |
89,712
+12,887
| +17% | +$577K | 0.3% | 99 |
|
|
2016
Q4 | $3.49M | Buy |
+76,825
| New | +$3.49M | 0.28% | 105 |
|