Sweet Financial Partners’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
Q3 | $718K | Sell |
15,100
-935
| -6% | -$44.5K | 0.16% | 104 |
|
|
2024
Q2 | $665K | Sell |
16,035
-280
| -2% | -$11.6K | 0.15% | 102 |
|
|
2024
Q1 | $708K | Hold |
16,315
| – | – | 0.16% | 100 |
|
|
2023
Q4 | $683K | Hold |
16,315
| – | – | 0.16% | 96 |
|
|
2023
Q3 | $548K | Buy |
16,315
+255
| +2% | +$8.57K | 0.15% | 96 |
|
|
2023
Q2 | $544K | Buy |
16,060
+5,950
| +59% | +$201K | 0.14% | 100 |
|
|
2023
Q1 | $362K | Buy |
+10,110
| New | +$362K | 0.1% | 124 |
|