Marco Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,979
| Closed | -$234K | – | 202 |
|
|
2022
Q1 | $234K | Hold |
3,979
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $246K | Hold |
3,979
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $241K | Hold |
3,979
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $229K | Sell |
3,979
-125
| -3% | -$7.19K | 0.03% | 189 |
|
|
2021
Q1 | $233K | Buy |
+4,104
| New | +$233K | 0.03% | 177 |
|
|
2020
Q1 | – | Sell |
-4,104
| Closed | -$209K | – | 168 |
|
|
2019
Q4 | $209K | Buy |
+4,104
| New | +$209K | 0.03% | 168 |
|
|
2018
Q4 | – | Sell |
-4,104
| Closed | -$201K | – | 178 |
|
|
2018
Q3 | $201K | Hold |
4,104
| – | – | 0.03% | 181 |
|
|
2018
Q2 | $202K | Hold |
4,104
| – | – | 0.03% | 174 |
|
|
2018
Q1 | $207K | Buy |
+4,104
| New | +$207K | 0.03% | 169 |
|