JPWM
IAT icon

Jamison Private Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Jamison Private Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-117
Closed -$3.95K – 401
2023
Q3 		$3.95K Buy
+117
New +$3.95K ﹤0.01% 341