Legend Financial 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
2024
Q1
Sell
-3,790
Closed -$159K 192
2023
Q4
$159K Hold
3,790
0.13% 37
2023
Q3
$127K Hold
3,790
0.11% 47
2023
Q2
$128K Buy
+3,790
New +$128K 0.11% 45