Advocacy Wealth Management Services’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $52K | Sell |
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|
2021
Q1 | $79K | Sell |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $674K | Buy |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | $512K | Sell |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $5.68M | Buy |
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|
2019
Q2 | $5.24M | Buy |
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|
2019
Q1 | $1.76M | Buy |
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