Genesee Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,220
| Closed | -$720K | – | 111 |
|
|
2022
Q1 | $720K | Buy |
12,220
+50
| +0.4% | +$2.95K | 0.38% | 64 |
|
|
2021
Q4 | $752K | Buy |
12,170
+149
| +1% | +$9.21K | 0.36% | 64 |
|
|
2021
Q3 | $728K | Buy |
+12,021
| New | +$728K | 0.36% | 63 |
|
|
2021
Q2 | – | Sell |
-15,009
| Closed | -$851K | – | 82 |
|
|
2021
Q1 | $851K | Buy |
+15,009
| New | +$851K | 0.51% | 51 |
|