Merit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,820
| Closed | -$670K | – | 120 |
|
|
2018
Q4 | $670K | Sell |
16,820
-551
| -3% | -$21.9K | 0.1% | 35 |
|
|
2018
Q3 | $851K | Buy |
17,371
+1,161
| +7% | +$56.9K | 0.14% | 33 |
|
|
2018
Q2 | $796K | Buy |
16,210
+1,908
| +13% | +$93.7K | 0.14% | 33 |
|
|
2018
Q1 | $720K | Buy |
14,302
+4,806
| +51% | +$242K | 0.14% | 28 |
|
|
2017
Q4 | $468K | Buy |
+9,496
| New | +$468K | 0.1% | 45 |
|