Kestra 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-54,487
| Closed | -$2.69M | – | 2165 |
|
|
2022
Q2 | $2.69M | Sell |
54,487
-4,187
| -7% | -$206K | 0.03% | 562 |
|
|
2022
Q1 | $3.46M | Buy |
58,674
+16,038
| +38% | +$945K | 0.04% | 484 |
|
|
2021
Q4 | $2.63M | Sell |
42,636
-827
| -2% | -$51.1K | 0.03% | 590 |
|
|
2021
Q3 | $2.63M | Buy |
+43,463
| New | +$2.63M | 0.03% | 600 |
|
|
2021
Q1 | – | Sell |
-5,655
| Closed | -$254K | – | 1945 |
|
|
2020
Q4 | $254K | Buy |
+5,655
| New | +$254K | ﹤0.01% | 1558 |
|