Well Done LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-48,686
| Closed | -$2.87M | – | 178 |
|
|
2022
Q1 | $2.87M | Buy |
48,686
+15,939
| +49% | +$939K | 0.57% | 34 |
|
|
2021
Q4 | $2.02M | Buy |
32,747
+4,587
| +16% | +$283K | 0.41% | 45 |
|
|
2021
Q3 | $1.71M | Buy |
28,160
+3,178
| +13% | +$192K | 0.38% | 45 |
|
|
2021
Q2 | $1.44M | Buy |
24,982
+1,020
| +4% | +$58.7K | 0.32% | 53 |
|
|
2021
Q1 | $1.36M | Buy |
+23,962
| New | +$1.36M | 0.31% | 55 |
|
|
2018
Q2 | – | Sell |
-2,145
| Closed | -$108K | – | 303 |
|
|
2018
Q1 | $108K | Buy |
+2,145
| New | +$108K | 0.03% | 156 |
|