Wealth Effects’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
Q1 | – | Sell |
-4,224
| Closed | -$201K | – | 202 |
|
|
2022
Q4 | $201K | Buy |
4,224
+3
| +0.1% | +$143 | 0.11% | 167 |
|
|
2022
Q3 | $202K | Sell |
4,221
-399
| -9% | -$19.1K | 0.12% | 161 |
|
|
2022
Q2 | $228K | Buy |
4,620
+2
| +0% | +$99 | 0.14% | 152 |
|
|
2022
Q1 | $272K | Buy |
4,618
+1
| +0% | +$59 | 0.13% | 150 |
|
|
2021
Q4 | $285K | Buy |
+4,617
| New | +$285K | 0.12% | 156 |
|