Regal Investment Advisors’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
Q2 | – | Sell |
-5,367
| Closed | -$270K | – | 280 |
|
|
2018
Q1 | $270K | Buy |
+5,367
| New | +$270K | 0.06% | 244 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$5K | – | 551 |
|
|
2015
Q3 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 804 |
|
|
2015
Q1 | – | Sell |
-150
| Closed | -$5K | – | 998 |
|
|
2014
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 749 |
|
|
2014
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 792 |
|
|
2014
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 766 |
|
|
2014
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 742 |
|
|
2013
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 675 |
|
|
2013
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 724 |
|
|
2013
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 720 |
|