Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-265
| Closed | -$9K | – | 1460 |
|
|
2020
Q2 | $9K | Hold |
265
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q1 | $8K | Hold |
265
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q4 | $14K | Hold |
265
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q3 | $12K | Hold |
265
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q2 | $12K | Buy |
+265
| New | +$12K | ﹤0.01% | 1041 |
|