YorkBridge Wealth Partners’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
Q3 | – | Sell |
-550
| Closed | -$25K | – | 390 |
|
|
2019
Q2 | $25K | Hold |
550
| – | – | 0.01% | 442 |
|
|
2019
Q1 | $24K | Hold |
550
| – | – | 0.01% | 442 |
|
|
2018
Q4 | $22K | Hold |
550
| – | – | 0.01% | 440 |
|
|
2018
Q3 | $27K | Hold |
550
| – | – | 0.01% | 449 |
|
|
2018
Q2 | $27K | Hold |
550
| – | – | 0.01% | 453 |
|
|
2018
Q1 | $28K | Hold |
550
| – | – | 0.01% | 446 |
|
|
2017
Q4 | $28K | Hold |
550
| – | – | 0.01% | 446 |
|
|
2017
Q3 | $26K | Hold |
550
| – | – | 0.01% | 462 |
|
|
2017
Q2 | $25K | Hold |
550
| – | – | 0.01% | 457 |
|
|
2017
Q1 | $25K | Hold |
550
| – | – | 0.01% | 453 |
|
|
2016
Q4 | $24K | Buy |
+550
| New | +$24K | 0.01% | 451 |
|