LWM
LBA Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 376 |
|
|
2016
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 379 |
|
|
2016
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 405 |
|
|
2016
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 389 |
|
|
2016
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 379 |
|
|
2015
Q4 | $3K | Hold |
95
| – | – | ﹤0.01% | 367 |
|
|
2015
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 306 |
|
|
2015
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 289 |
|
|
2015
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 282 |
|
|
2014
Q4 | $3K | Hold |
95
| – | – | ﹤0.01% | 268 |
|
|
2014
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 377 |
|
|
2014
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 241 |
|
|
2014
Q1 | $3K | Sell |
95
-101
| -52% | -$3.19K | ﹤0.01% | 233 |
|
|
2013
Q4 | $6K | Buy |
+196
| New | +$6K | ﹤0.01% | 237 |
|