Sandy Spring Bank’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
Q4 | – | Sell |
-708
| Closed | -$33.7K | – | 1258 |
|
2024
Q3 | $33.7K | Hold |
708
| – | – | ﹤0.01% | 666 |
|
2024
Q2 | $29.4K | Hold |
708
| – | – | ﹤0.01% | 685 |
|
2024
Q1 | $30.7K | Hold |
708
| – | – | ﹤0.01% | 676 |
|
2023
Q4 | $29.6K | Hold |
708
| – | – | ﹤0.01% | 656 |
|
2023
Q3 | $23.8K | Sell |
708
-105
| -13% | -$3.53K | ﹤0.01% | 678 |
|
2023
Q2 | $27.5K | Buy |
813
+74
| +10% | +$2.51K | ﹤0.01% | 657 |
|
2023
Q1 | $26.4K | Buy |
+739
| New | +$26.4K | ﹤0.01% | 656 |
|
2018
Q1 | – | Sell |
-750
| Closed | -$37K | – | 849 |
|
2017
Q4 | $37K | Buy |
+750
| New | +$37K | ﹤0.01% | 491 |
|