National Planning Corporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,592
| Closed | -$406K | – | 276 |
|
|
2017
Q3 | $406K | Buy |
8,592
+112
| +1% | +$5.29K | 0.03% | 422 |
|
|
2017
Q2 | $393K | Sell |
8,480
-1,264
| -13% | -$58.6K | 0.03% | 476 |
|
|
2017
Q1 | $434K | Sell |
9,744
-926
| -9% | -$41.2K | 0.03% | 416 |
|
|
2016
Q4 | $484K | Buy |
+10,670
| New | +$484K | 0.04% | 378 |
|
|
2015
Q1 | – | Sell |
-1,309
| Closed | -$43.6K | – | 1297 |
|
|
2014
Q4 | $43.6K | Buy |
+1,309
| New | +$43.6K | ﹤0.01% | 1319 |
|