Goldstone Financial Group’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
2023 Q4	–	Sell	-6,793	Closed	-$228K	–	164
2023 Q3	$228K	Sell	6,793 -969	-12%	-$32.6K	0.07%	140
2023 Q2	$263K	Sell	7,762 -1,852	-19%	-$62.7K	0.08%	139
2023 Q1	$344K	Buy	+9,614	New	+$344K	0.11%	105