Next Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $299K | Buy |
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|
2020
Q2 | $289K | Buy |
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|
2020
Q1 | $193K | Buy |
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|
2019
Q4 | $265K | Sell |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $474K | Buy |
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|
2019
Q1 | $53K | Sell |
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|
2018
Q4 | $490K | Buy |
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|
2018
Q3 | $126K | Sell |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $418K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.18M | Buy |
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|
2017
Q2 | $2.12M | Buy |
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|
2017
Q1 | $2.05M | Sell |
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|
2016
Q4 | $2.15M | Sell |
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|
2016
Q3 | $1.73M | Sell |
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|
2016
Q2 | $1.64M | Buy |
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|
2016
Q1 | $1.54M | Buy |
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|
2015
Q4 | $1.3M | Buy |
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|
2015
Q3 | $931K | Buy |
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|
2015
Q2 | $802K | Buy |
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|
2015
Q1 | $693K | Buy |
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|
2014
Q4 | $583K | Sell |
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|
2014
Q3 | $603K | Buy |
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