Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-397
| Closed | -$24K | – | 813 |
|
|
2021
Q3 | $24K | Buy |
397
+297
| +297% | +$18K | ﹤0.01% | 817 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1002 |
|
|
2020
Q3 | $3K | Sell |
100
-100
| -50% | -$3K | ﹤0.01% | 1033 |
|
|
2020
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 993 |
|