Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,026
| Closed | -$478K | – | 555 |
|
|
2023
Q3 | $478K | Buy |
+14,026
| New | +$478K | 0.03% | 406 |
|
|
2022
Q1 | – | Sell |
-11,254
| Closed | -$695K | – | 310 |
|
|
2021
Q4 | $695K | Buy |
+11,254
| New | +$695K | 0.04% | 387 |
|
|
2021
Q2 | – | Sell |
-4,070
| Closed | -$251K | – | 1517 |
|
|
2021
Q1 | $251K | Buy |
+4,070
| New | +$251K | 0.01% | 921 |
|