M Holdings Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,520
| Closed | -$222K | – | 342 |
|
|
2018
Q3 | $222K | Buy |
4,520
+31
| +0.7% | +$1.52K | 0.06% | 323 |
|
|
2018
Q2 | $221K | Sell |
4,489
-2
| -0% | -$98 | 0.06% | 321 |
|
|
2018
Q1 | $226K | Buy |
4,491
+199
| +5% | +$10K | 0.07% | 285 |
|
|
2017
Q4 | $212K | Sell |
4,292
-277
| -6% | -$13.7K | 0.06% | 292 |
|
|
2017
Q3 | $216K | Sell |
4,569
-82
| -2% | -$3.88K | 0.07% | 287 |
|
|
2017
Q2 | $212K | Buy |
+4,651
| New | +$212K | 0.07% | 277 |
|