Waldron Private Wealth’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
Q1 | – | Sell |
-20,200
| Closed | -$804K | – | 258 |
|
|
2018
Q4 | $804K | Buy |
+20,200
| New | +$804K | 0.12% | 85 |
|
|
2018
Q2 | – | Sell |
-4,618
| Closed | -$232K | – | 182 |
|
|
2018
Q1 | $232K | Hold |
4,618
| – | – | 0.05% | 149 |
|
|
2017
Q4 | $227K | Hold |
4,618
| – | – | 0.05% | 146 |
|
|
2017
Q3 | $218K | Hold |
4,618
| – | – | 0.06% | 137 |
|
|
2017
Q2 | $210K | Buy |
+4,618
| New | +$210K | 0.07% | 122 |
|