Northeast Financial Consultants’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
2023 Q1	–	Sell	-7,200	Closed	-$343K	–	324
2022 Q4	$343K	Sell	7,200 -18,000	-71%	-$858K	0.02%	228
2022 Q3	$1.2M	Hold	25,200	–	–	0.09%	119
2022 Q2	$1.24M	Buy	+25,200	New	+$1.24M	0.09%	124