Partnervest Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,972
| Closed | -$226K | – | 193 |
|
|
2017
Q2 | $226K | Sell |
4,972
-175
| -3% | -$7.96K | 0.1% | 175 |
|
|
2017
Q1 | $231K | Buy |
+5,147
| New | +$231K | 0.1% | 172 |
|
|
2016
Q1 | – | Sell |
-14,275
| Closed | -$499K | – | 195 |
|
|
2015
Q4 | $499K | Buy |
14,275
+190
| +1% | +$6.64K | 0.28% | 80 |
|
|
2015
Q3 | $475K | Hold |
14,085
| – | – | 0.27% | 73 |
|
|
2015
Q2 | $516K | Buy |
+14,085
| New | +$516K | 0.26% | 73 |
|