SCM
Schnieders Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,730
| Closed | -$428K | – | 144 |
|
|
2018
Q3 | $428K | Sell |
8,730
-150
| -2% | -$7.35K | 0.18% | 101 |
|
|
2018
Q2 | $437K | Sell |
8,880
-325
| -4% | -$16K | 0.18% | 99 |
|
|
2018
Q1 | $464K | Hold |
9,205
| – | – | 0.2% | 100 |
|
|
2017
Q4 | $454K | Buy |
9,205
+25
| +0.3% | +$1.23K | 0.19% | 100 |
|
|
2017
Q3 | $433K | Sell |
9,180
-665
| -7% | -$31.4K | 0.19% | 103 |
|
|
2017
Q2 | $448K | Buy |
9,845
+525
| +6% | +$23.9K | 0.21% | 92 |
|
|
2017
Q1 | $418K | Buy |
+9,320
| New | +$418K | 0.2% | 100 |
|