Triumph Capital Management’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
-10,081
Closed -$344K 235
2023
Q3
$344K Sell
10,081
-404
-4% -$13.8K 0.16% 138
2023
Q2
$355K Sell
10,485
-1,694
-14% -$57.3K 0.16% 127
2023
Q1
$436K Buy
+12,179
New +$436K 0.22% 88