WKWM
Walter & Keenan Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,500
| Closed | -$458K | – | 160 |
|
|
2018
Q4 | $458K | Hold |
11,500
| – | – | 0.21% | 85 |
|
|
2018
Q3 | $564 | Buy |
11,500
+1,250
| +12% | +$61 | 0.17% | 89 |
|
|
2018
Q2 | $504K | Buy |
10,250
+250
| +3% | +$12.3K | 0.22% | 90 |
|
|
2018
Q1 | $504K | Hold |
10,000
| – | – | 0.22% | 93 |
|
|
2017
Q4 | $493K | Hold |
10,000
| – | – | 0.21% | 92 |
|
|
2017
Q3 | $477K | Sell |
10,000
-1,800
| -15% | -$85.9K | 0.22% | 90 |
|
|
2017
Q2 | $537K | Sell |
11,800
-2,200
| -16% | -$100K | 0.27% | 81 |
|
|
2017
Q1 | $627K | Buy |
14,000
+4,000
| +40% | +$179K | 0.33% | 69 |
|
|
2016
Q4 | $454K | Buy |
+10,000
| New | +$454K | 0.24% | 87 |
|