HCMNY
Howard Capital Management (New York)’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-339,314
| Closed | -$14.7M | – | 103 |
|
|
2019
Q1 | $14.7M | Buy |
339,314
+12,064
| +4% | +$524K | 2.08% | 19 |
|
|
2018
Q4 | $13M | Sell |
327,250
-4,959
| -1% | -$198K | 2.15% | 18 |
|
|
2018
Q3 | $16.3M | Buy |
332,209
+4,874
| +1% | +$239K | 2.17% | 17 |
|
|
2018
Q2 | $16.1M | Buy |
327,335
+642
| +0.2% | +$31.6K | 2.31% | 13 |
|
|
2018
Q1 | $16.5M | Buy |
326,693
+8,729
| +3% | +$440K | 2.4% | 13 |
|
|
2017
Q4 | $15.7M | Buy |
317,964
+795
| +0.3% | +$39.2K | 2.3% | 15 |
|
|
2017
Q3 | $15M | Buy |
317,169
+6,925
| +2% | +$327K | 2.31% | 16 |
|
|
2017
Q2 | $14.1M | Buy |
+310,244
| New | +$14.1M | 2.22% | 16 |
|