Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-23,713
| Closed | -$868K | – | 744 |
|
|
2015
Q2 | $868K | Buy |
23,713
+627
| +3% | +$23K | 0.16% | 180 |
|
|
2015
Q1 | $805K | Hold |
23,086
| – | – | 0.15% | 201 |
|
|
2014
Q4 | $806K | Sell |
23,086
-4,012
| -15% | -$140K | 0.15% | 186 |
|
|
2014
Q3 | $898K | Sell |
27,098
-1,150
| -4% | -$38.1K | 0.18% | 167 |
|
|
2014
Q2 | $978K | Sell |
28,248
-848
| -3% | -$29.4K | 0.16% | 204 |
|
|
2014
Q1 | $1.02M | Sell |
29,096
-1,185
| -4% | -$41.4K | 0.22% | 135 |
|
|
2013
Q4 | $1M | Buy |
30,281
+1,348
| +5% | +$44.6K | 0.23% | 122 |
|
|
2013
Q3 | $862K | Buy |
28,933
+10,789
| +59% | +$321K | 0.22% | 127 |
|
|
2013
Q2 | $530K | Buy |
+18,144
| New | +$530K | 0.16% | 179 |
|