Rehmann Capital Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,291
| Closed | -$59.3K | – | 1859 |
|
|
2019
Q2 | $59.3K | Sell |
1,291
-342
| -21% | -$15.7K | 0.01% | 778 |
|
|
2019
Q1 | $71K | Buy |
+1,633
| New | +$71K | 0.01% | 698 |
|
|
2018
Q4 | – | Sell |
-1,675
| Closed | -$82.1K | – | 1963 |
|
|
2018
Q3 | $82.1K | Hold |
1,675
| – | – | 0.01% | 637 |
|
|
2018
Q2 | $82.3K | Sell |
1,675
-75
| -4% | -$3.69K | 0.01% | 613 |
|
|
2018
Q1 | $88K | Buy |
+1,750
| New | +$88K | 0.01% | 576 |
|