FAM
Formidable Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,475
| Closed | -$205K | – | 335 |
|
|
2022
Q1 | $205K | Hold |
3,475
| – | – | 0.04% | 304 |
|
|
2021
Q4 | $226K | Hold |
3,475
| – | – | 0.04% | 279 |
|
|
2021
Q3 | $210K | Buy |
+3,475
| New | +$210K | 0.04% | 321 |
|
|
2019
Q2 | – | Sell |
-8,130
| Closed | -$201K | – | 278 |
|
|
2019
Q1 | $201K | Buy |
+8,130
| New | +$201K | 0.08% | 165 |
|
|
2016
Q2 | – | Sell |
-225
| Closed | -$7K | – | 284 |
|
|
2016
Q1 | $7K | Hold |
225
| – | – | ﹤0.01% | 378 |
|
|
2015
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 423 |
|
|
2015
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 453 |
|
|
2015
Q2 | $8K | Hold |
225
| – | – | 0.01% | 389 |
|
|
2015
Q1 | $8K | Hold |
225
| – | – | 0.01% | 377 |
|
|
2014
Q4 | $8K | Hold |
225
| – | – | 0.01% | 357 |
|
|
2014
Q3 | $8K | Hold |
225
| – | – | 0.01% | 356 |
|
|
2014
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 381 |
|
|
2014
Q1 | $7K | Hold |
225
| – | – | ﹤0.01% | 355 |
|
|
2013
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 375 |
|
|
2013
Q3 | $7K | Buy |
+225
| New | +$7K | 0.01% | 335 |
|