ParenteBeard Wealth Management’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
2014
Q2
Sell
-6,484
Closed -$227K 109
2014
Q1
$227K Sell
6,484
-1,318
-17% -$46.1K 0.11% 92
2013
Q4
$258K Sell
7,802
-2,177
-22% -$72K 0.1% 98
2013
Q3
$298K Sell
9,979
-124
-1% -$3.7K 0.15% 76
2013
Q2
$296K Buy
+10,103
New +$296K 0.13% 78