WealthPLAN Partners’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
Q3 | – | Sell |
-600
| Closed | -$20.3K | – | 672 |
|
|
2023
Q2 | $20.3K | Hold |
600
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $21.5K | Buy |
+600
| New | +$21.5K | ﹤0.01% | 712 |
|
|
2017
Q2 | – | Sell |
-2,445
| Closed | -$107K | – | 292 |
|
|
2017
Q1 | $107K | Buy |
+2,445
| New | +$107K | 0.37% | 50 |
|
|
2016
Q3 | $386K | Sell |
10,925
-10,925
| -50% | -$386K | 0.13% | 100 |
|
|
2016
Q2 | $355K | Buy |
+21,850
| New | +$355K | 0.05% | 258 |
|
|
2015
Q4 | $383K | Buy |
+32,775
| New | +$383K | 0.06% | 185 |
|
|
2015
Q2 | $814K | Sell |
22,244
-41,268
| -65% | -$1.51M | 0.36% | 40 |
|
|
2015
Q1 | $2.21M | Buy |
+63,512
| New | +$2.21M | 1.03% | 22 |
|