Kelly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-297
| Closed | -$12.3K | – | 383 |
|
|
2024
Q2 | $12.3K | Hold |
297
| – | – | ﹤0.01% | 399 |
|
|
2024
Q1 | $12.9K | Hold |
297
| – | – | ﹤0.01% | 389 |
|
|
2023
Q4 | $12.4K | Buy |
297
+8
| +3% | +$334 | 0.01% | 367 |
|
|
2023
Q3 | $9.71K | Hold |
289
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $9.78K | Buy |
+289
| New | +$9.78K | ﹤0.01% | 368 |
|
|
2021
Q2 | – | Sell |
-183
| Closed | -$10.4K | – | 647 |
|
|
2021
Q1 | $10.4K | Hold |
183
| – | – | 0.01% | 297 |
|
|
2020
Q4 | $8.3K | Hold |
183
| – | – | 0.01% | 302 |
|
|
2020
Q3 | $5.99K | Hold |
183
| – | – | ﹤0.01% | 314 |
|
|
2020
Q2 | $6.19K | Hold |
183
| – | – | ﹤0.01% | 305 |
|
|
2020
Q1 | $5.29K | Hold |
183
| – | – | 0.01% | 290 |
|
|
2019
Q4 | $9.33K | Hold |
183
| – | – | 0.01% | 236 |
|
|
2019
Q3 | $8.52K | Hold |
183
| – | – | 0.01% | 241 |
|
|
2019
Q2 | $8.4K | Hold |
183
| – | – | 0.01% | 240 |
|
|
2019
Q1 | $7.95K | Buy |
+183
| New | +$7.95K | 0.01% | 247 |
|