WealthShield 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
Q1
Sell
-14,940
Closed -$712K 490
2022
Q4
$712K Sell
14,940
-5,440
-27% -$259K 0.14% 168
2022
Q3
$973K Buy
20,380
+9,800
+93% +$468K 0.19% 128
2022
Q2
$521K Buy
+10,580
New +$521K 0.1% 194