TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,066
| Closed | -$212K | – | 295 |
|
|
2023
Q4 | $212K | Buy |
+5,066
| New | +$212K | 0.03% | 271 |
|
|
2021
Q1 | – | Sell |
-2,721
| Closed | -$123K | – | 448 |
|
|
2020
Q4 | $123K | Buy |
2,721
+1,530
| +128% | +$69.2K | 0.02% | 249 |
|
|
2020
Q3 | $38K | Hold |
1,191
| – | – | 0.01% | 356 |
|
|
2020
Q2 | $40K | Hold |
1,191
| – | – | 0.01% | 341 |
|
|
2020
Q1 | $34K | Buy |
+1,191
| New | +$34K | 0.01% | 322 |
|