4WM
4J Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,374
| Closed | -$446K | – | 78 |
|
|
2022
Q1 | $446K | Sell |
4,374
-167
| -4% | -$17K | 0.39% | 42 |
|
|
2021
Q4 | $488K | Sell |
4,541
-172
| -4% | -$18.5K | 0.41% | 43 |
|
|
2021
Q3 | $510K | Sell |
4,713
-679
| -13% | -$73.5K | 0.44% | 43 |
|
|
2021
Q2 | $584K | Sell |
5,392
-14,495
| -73% | -$1.57M | 0.51% | 41 |
|
|
2021
Q1 | $2.16M | Buy |
19,887
+1,433
| +8% | +$155K | 2.01% | 13 |
|
|
2020
Q4 | $2.03M | Buy |
+18,454
| New | +$2.03M | 1.96% | 15 |
|