WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 1367 |
|
|
2017
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 1282 |
|
|
2016
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 1350 |
|
|
2016
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 1397 |
|
|
2016
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 1374 |
|
|
2016
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 1339 |
|
|
2015
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 1365 |
|
|
2015
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 1410 |
|
|
2015
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 1480 |
|
|
2015
Q1 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1532 |
|
|
2013
Q4 | – | Sell |
-402
| Closed | -$12K | – | 2259 |
|
|
2013
Q3 | $12K | Buy |
+402
| New | +$12K | ﹤0.01% | 1457 |
|