Teamwork Financial 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
Q2 | – | Sell |
-21,568
| Closed | -$1.27M | – | 225 |
|
|
2022
Q1 | $1.27M | Sell |
21,568
-12,229
| -36% | -$721K | 0.24% | 83 |
|
|
2021
Q4 | $2.09M | Buy |
33,797
+928
| +3% | +$57.3K | 0.38% | 48 |
|
|
2021
Q3 | $1.99M | Sell |
32,869
-185
| -0.6% | -$11.2K | 0.39% | 45 |
|
|
2021
Q2 | $1.9M | Buy |
33,054
+5,151
| +18% | +$296K | 0.39% | 48 |
|
|
2021
Q1 | $1.58M | Sell |
27,903
-2,308
| -8% | -$131K | 0.37% | 50 |
|
|
2020
Q4 | $1.37M | Buy |
+30,211
| New | +$1.37M | 0.33% | 58 |
|
|
2020
Q3 | – | Sell |
-27,768
| Closed | -$939K | – | 191 |
|
|
2020
Q2 | $939K | Buy |
+27,768
| New | +$939K | 0.34% | 76 |
|