Kovack Advisors’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
Q2 | – | Sell |
-4,911
| Closed | -$289K | – | 642 |
|
|
2022
Q1 | $289K | Buy |
+4,911
| New | +$289K | 0.03% | 541 |
|
|
2021
Q4 | – | Sell |
-5,066
| Closed | -$307K | – | 711 |
|
|
2021
Q3 | $307K | Hold |
5,066
| – | – | 0.03% | 515 |
|
|
2021
Q2 | $291K | Buy |
5,066
+546
| +12% | +$31.4K | 0.03% | 531 |
|
|
2021
Q1 | $256K | Buy |
+4,520
| New | +$256K | 0.03% | 519 |
|
|
2017
Q3 | – | Sell |
-4,928
| Closed | -$224K | – | 367 |
|
|
2017
Q2 | $224K | Sell |
4,928
-10,099
| -67% | -$459K | 0.07% | 310 |
|
|
2017
Q1 | $673K | Buy |
+15,027
| New | +$673K | 0.26% | 94 |
|