Patten Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-40
| Closed | -$2K | – | 632 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 621 |
|
|
2018
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 541 |
|
|
2017
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 578 |
|
|
2017
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 581 |
|
|
2017
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 600 |
|
|
2017
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 591 |
|
|
2016
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 564 |
|
|
2016
Q3 | $1.39K | Hold |
40
| – | – | ﹤0.01% | 605 |
|
|
2016
Q2 | $1.3K | Hold |
40
| – | – | ﹤0.01% | 606 |
|
|
2016
Q1 | $1.27K | Hold |
40
| – | – | ﹤0.01% | 628 |
|
|
2015
Q4 | $1.4K | Hold |
40
| – | – | ﹤0.01% | 652 |
|
|
2015
Q3 | $1.35K | Hold |
40
| – | – | ﹤0.01% | 568 |
|
|
2015
Q2 | $1.46K | Buy |
+40
| New | +$1.46K | ﹤0.01% | 570 |
|
|
2015
Q1 | – | Sell |
-40
| Closed | -$1K | – | 196 |
|
|
2014
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 256 |
|