Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,900
| Closed | -$328K | – | 411 |
|
|
2024
Q3 | $328K | Hold |
6,900
| – | – | 0.02% | 331 |
|
|
2024
Q2 | $286K | Sell |
6,900
-100
| -1% | -$4.15K | 0.02% | 332 |
|
|
2024
Q1 | $304K | Sell |
7,000
-44,037
| -86% | -$1.91M | 0.03% | 332 |
|
|
2023
Q4 | $2.14M | Buy |
51,037
+43,937
| +619% | +$1.84M | 0.2% | 127 |
|
|
2023
Q3 | $239K | Hold |
7,100
| – | – | 0.03% | 316 |
|
|
2023
Q2 | $240K | Sell |
7,100
-50,635
| -88% | -$1.71M | 0.02% | 329 |
|
|
2023
Q1 | $2.07M | Buy |
57,735
+50,363
| +683% | +$1.81M | 0.12% | 150 |
|
|
2022
Q4 | $351K | Buy |
+7,372
| New | +$351K | 0.02% | 516 |
|
|
2022
Q2 | – | Sell |
-172
| Closed | -$10K | – | 1995 |
|
|
2022
Q1 | $10K | Buy |
+172
| New | +$10K | ﹤0.01% | 1939 |
|