Patriot Financial Group Insurance Agency’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 |
-4,938
| Closed | -$235K | – | 472 |
|
|
2022
Q4 | $235K | Buy |
4,938
+702
| +17% | +$33.4K | 0.03% | 361 |
|
|
2022
Q3 | $202K | Sell |
4,236
-112
| -3% | -$5.34K | 0.05% | 367 |
|
|
2022
Q2 | $214K | Buy |
4,348
+37
| +0.9% | +$1.82K | 0.04% | 363 |
|
|
2022
Q1 | $254K | Sell |
4,311
-1,092
| -20% | -$64.3K | 0.05% | 365 |
|
|
2021
Q4 | $334K | Buy |
5,403
+213
| +4% | +$13.2K | 0.06% | 325 |
|
|
2021
Q3 | $314K | Sell |
5,190
-40
| -0.8% | -$2.42K | 0.06% | 328 |
|
|
2021
Q2 | $301K | Sell |
5,230
-91
| -2% | -$5.24K | 0.06% | 336 |
|
|
2021
Q1 | $302K | Buy |
5,321
+706
| +15% | +$40.1K | 0.07% | 288 |
|
|
2020
Q4 | $209K | Buy |
4,615
+1,911
| +71% | +$86.5K | 0.05% | 342 |
|
|
2020
Q3 | $89K | Buy |
2,704
+254
| +10% | +$8.36K | 0.03% | 417 |
|
|
2020
Q2 | $83K | Sell |
2,450
-578
| -19% | -$19.6K | 0.03% | 393 |
|
|
2020
Q1 | $88K | Sell |
3,028
-966
| -24% | -$28.1K | 0.04% | 340 |
|
|
2019
Q4 | $204K | Buy |
3,994
+308
| +8% | +$15.7K | 0.08% | 222 |
|
|
2019
Q3 | $172K | Sell |
3,686
-1,994
| -35% | -$93K | 0.08% | 226 |
|
|
2019
Q2 | $260K | Sell |
5,680
-1,359
| -19% | -$62.2K | 0.11% | 157 |
|
|
2019
Q1 | $304K | Buy |
7,039
+116
| +2% | +$5.01K | 0.16% | 121 |
|
|
2018
Q4 | $276K | Sell |
6,923
-563
| -8% | -$22.4K | 0.18% | 96 |
|
|
2018
Q3 | $367K | Buy |
7,486
+1,784
| +31% | +$87.5K | 0.22% | 72 |
|
|
2018
Q2 | $280K | Buy |
5,702
+488
| +9% | +$24K | 0.3% | 57 |
|
|
2018
Q1 | $257K | Buy |
5,214
+6
| +0.1% | +$296 | 0.19% | 111 |
|
|
2017
Q4 | $265K | Buy |
5,208
+57
| +1% | +$2.9K | 0.2% | 101 |
|
|
2017
Q3 | $243K | Buy |
5,151
+1,594
| +45% | +$75.2K | 0.22% | 92 |
|
|
2017
Q2 | $164K | Buy |
3,557
+1,156
| +48% | +$53.3K | 0.17% | 115 |
|
|
2017
Q1 | $105K | Sell |
2,401
-303
| -11% | -$13.3K | 0.11% | 146 |
|
|
2016
Q4 | $121K | Buy |
+2,704
| New | +$121K | 0.17% | 123 |
|