MSI Financial Services’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
Q4 | $4.15M | Buy |
91,321
+84,435
| +1,226% | +$3.83M | 0.13% | 166 |
|
|
2016
Q3 | $242K | Sell |
6,886
-2,477
| -26% | -$87.1K | 0.01% | 970 |
|
|
2016
Q2 | $304K | Sell |
9,363
-283
| -3% | -$9.19K | 0.01% | 840 |
|
|
2016
Q1 | $307K | Sell |
9,646
-30,821
| -76% | -$981K | 0.01% | 788 |
|
|
2015
Q4 | $1.42M | Buy |
40,467
+11,467
| +40% | +$401K | 0.06% | 293 |
|
|
2015
Q3 | $978K | Buy |
29,000
+27,708
| +2,145% | +$934K | 0.08% | 252 |
|
|
2015
Q2 | $47K | Buy |
1,292
+505
| +64% | +$18.4K | ﹤0.01% | 1338 |
|
|
2015
Q1 | $27K | Buy |
787
+87
| +12% | +$2.99K | ﹤0.01% | 1656 |
|
|
2014
Q4 | $24K | Sell |
700
-45
| -6% | -$1.54K | ﹤0.01% | 1439 |
|
|
2014
Q3 | $25K | Buy |
745
+400
| +116% | +$13.4K | ﹤0.01% | 1404 |
|
|
2014
Q2 | $12K | Hold |
345
| – | – | ﹤0.01% | 1710 |
|
|
2014
Q1 | $12K | Sell |
345
-555
| -62% | -$19.3K | ﹤0.01% | 1656 |
|
|
2013
Q4 | $30K | Sell |
900
-398
| -31% | -$13.3K | ﹤0.01% | 1210 |
|
|
2013
Q3 | $39K | Buy |
1,298
+203
| +19% | +$6.1K | 0.01% | 952 |
|
|
2013
Q2 | $32K | Buy |
+1,095
| New | +$32K | 0.01% | 1056 |
|