Westport Resources Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,416
| Closed | -$222K | – | 1020 |
|
|
2014
Q2 | $222K | Hold |
6,416
| – | – | 0.06% | 284 |
|
|
2014
Q1 | $224K | Buy |
6,416
+175
| +3% | +$6.11K | 0.06% | 284 |
|
|
2013
Q4 | $206K | Hold |
6,241
| – | – | 0.06% | 278 |
|
|
2013
Q3 | $186K | Buy |
6,241
+4,085
| +189% | +$122K | 0.06% | 271 |
|
|
2013
Q2 | $63K | Buy |
+2,156
| New | +$63K | 0.02% | 454 |
|