V 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
2019
Q3
Sell
-4,605
Closed -$210K 297
2019
Q2
$210K Sell
4,605
-1,010
-18% -$46.1K 0.08% 254
2019
Q1
$261K Hold
5,615
0.11% 197
2018
Q4
$235K Sell
5,615
-462
-8% -$19.3K 0.12% 181
2018
Q3
$299K Buy
+6,077
New +$299K 0.14% 170