Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$8.29K | – | 290 |
|
|
2024
Q2 | $8.29K | Hold |
200
| – | – | ﹤0.01% | 226 |
|
|
2024
Q1 | $8.68K | Sell |
200
-300
| -60% | -$13K | ﹤0.01% | 235 |
|
|
2023
Q4 | $20.9K | Hold |
500
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $16.8K | Hold |
500
| – | – | ﹤0.01% | 195 |
|
|
2023
Q2 | $16.9K | Hold |
500
| – | – | ﹤0.01% | 188 |
|
|
2023
Q1 | $17.9K | Buy |
+500
| New | +$17.9K | 0.01% | 191 |
|