Fortis Advisors’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
Q1 | – | Sell |
-1,841
| Closed | -$73K | – | 327 |
|
|
2018
Q4 | $73K | Buy |
1,841
+27
| +1% | +$1.07K | 0.04% | 190 |
|
|
2018
Q3 | $89K | Buy |
1,814
+8
| +0.4% | +$393 | 0.05% | 166 |
|
|
2018
Q2 | $89K | Hold |
1,806
| – | – | 0.05% | 161 |
|
|
2018
Q1 | $91K | Buy |
1,806
+5
| +0.3% | +$252 | 0.05% | 142 |
|
|
2017
Q4 | $89K | Buy |
1,801
+433
| +32% | +$21.4K | 0.05% | 144 |
|
|
2017
Q3 | $65K | Buy |
+1,368
| New | +$65K | 0.05% | 151 |
|