Whitener Capital 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-200
| Closed | -$9K | – | 264 |
|
2019
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 359 |
|
2019
Q2 | $9K | Buy |
200
+100
| +100% | +$4.5K | 0.01% | 356 |
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
2018
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 383 |
|
2018
Q2 | – | Sell |
-100
| Closed | -$5K | – | 233 |
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
2017
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 374 |
|