Monetary Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,900
| Closed | -$60K | – | 333 |
|
|
2016
Q1 | $60K | Sell |
1,900
-5,000
| -72% | -$158K | 0.03% | 203 |
|
|
2015
Q4 | $241K | Hold |
6,900
| – | – | 0.12% | 132 |
|
|
2015
Q3 | $233K | Sell |
6,900
-3,000
| -30% | -$101K | 0.12% | 134 |
|
|
2015
Q2 | $362K | Hold |
9,900
| – | – | 0.16% | 114 |
|
|
2015
Q1 | $345K | Sell |
9,900
-1,300
| -12% | -$45.3K | 0.15% | 118 |
|
|
2014
Q4 | $391K | Buy |
11,200
+300
| +3% | +$10.5K | 0.17% | 110 |
|
|
2014
Q3 | $361K | Buy |
+10,900
| New | +$361K | 0.17% | 117 |
|