Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-307
| Closed | -$9K | – | 223 |
|
|
2020
Q1 | $9K | Hold |
307
| – | – | ﹤0.01% | 160 |
|
|
2019
Q4 | $16K | Hold |
307
| – | – | 0.01% | 163 |
|
|
2019
Q3 | $14K | Hold |
307
| – | – | 0.01% | 154 |
|
|
2019
Q2 | $14K | Hold |
307
| – | – | 0.01% | 148 |
|
|
2019
Q1 | $13K | Hold |
307
| – | – | 0.01% | 150 |
|
|
2018
Q4 | $12K | Buy |
+307
| New | +$12K | 0.01% | 140 |
|