LWP
Legacy Wealth Planning’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,790
| Closed | -$223K | – | 96 |
|
|
2022
Q1 | $223K | Sell |
3,790
-172
| -4% | -$10.1K | 0.26% | 88 |
|
|
2021
Q4 | $245K | Sell |
3,962
-130
| -3% | -$8.04K | 0.28% | 77 |
|
|
2021
Q3 | $248K | Sell |
4,092
-300
| -7% | -$18.2K | 0.28% | 81 |
|
|
2021
Q2 | $253K | Hold |
4,392
| – | – | 0.29% | 75 |
|
|
2021
Q1 | $249K | Buy |
+4,392
| New | +$249K | 0.32% | 68 |
|
|
2020
Q1 | – | Sell |
-4,454
| Closed | -$227K | – | 79 |
|
|
2019
Q4 | $227K | Buy |
+4,454
| New | +$227K | 0.26% | 68 |
|