WealthPLAN Partners’s iShares US Regional Banks ETF IAT Stock Holding History

WealthPLAN Partners’s Portfolio IAT Stock Details IAT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$20.3K	Hold
2023 Q1	$21.5K	Buy
2017 Q2	–	Sell
2017 Q1	$107K	Buy
2016 Q3	$386K	Sell
2016 Q2	$355K	Buy
2015 Q4	$383K	Buy
2015 Q2	$814K	Sell
2015 Q1	$2.21M	Buy