Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,737
| Closed | -$274K | – | 273 |
|
|
2022
Q3 | $274K | Hold |
5,737
| – | – | 0.06% | 205 |
|
|
2022
Q2 | $283K | Hold |
5,737
| – | – | 0.06% | 220 |
|
|
2022
Q1 | $338K | Hold |
5,737
| – | – | 0.06% | 230 |
|
|
2021
Q4 | $354K | Buy |
+5,737
| New | +$354K | 0.06% | 202 |
|
|
2021
Q1 | – | Sell |
-3,036
| Closed | -$138K | – | 485 |
|
|
2020
Q4 | $138K | Buy |
+3,036
| New | +$138K | 0.02% | 267 |
|