Frontier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$490K | – | 388 |
|
|
2018
Q3 | $490K | Hold |
10,000
| – | – | 0.05% | 233 |
|
|
2018
Q2 | $492K | Hold |
10,000
| – | – | 0.07% | 218 |
|
|
2018
Q1 | $504K | Hold |
10,000
| – | – | 0.07% | 229 |
|
|
2017
Q4 | $493K | Hold |
10,000
| – | – | 0.08% | 212 |
|
|
2017
Q3 | $472K | Hold |
10,000
| – | – | 0.07% | 237 |
|
|
2017
Q2 | $456K | Hold |
10,000
| – | – | 0.07% | 237 |
|
|
2017
Q1 | $448K | Hold |
10,000
| – | – | 0.07% | 238 |
|
|
2016
Q4 | $454K | Buy |
+10,000
| New | +$454K | 0.07% | 229 |
|