AWMS
Advocacy Wealth Management Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-200
| Closed | -$3K | – | 178 |
|
|
2022
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 135 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$24K | – | 126 |
|
|
2019
Q4 | $24K | Hold |
1,000
| – | – | 0.01% | 89 |
|
|
2019
Q3 | $23K | Hold |
1,000
| – | – | 0.02% | 87 |
|
|
2019
Q2 | $23K | Hold |
1,000
| – | – | 0.02% | 94 |
|
|
2019
Q1 | $23K | Sell |
1,000
-2,500
| -71% | -$57.5K | 0.03% | 75 |
|
|
2018
Q4 | $75K | Hold |
3,500
| – | – | 0.06% | 27 |
|
|
2018
Q3 | $84K | Hold |
3,500
| – | – | 0.05% | 27 |
|
|
2018
Q2 | $84K | Sell |
3,500
-300
| -8% | -$7.2K | 0.06% | 24 |
|
|
2018
Q1 | $87K | Buy |
3,800
+300
| +9% | +$6.87K | 0.06% | 24 |
|
|
2017
Q4 | $84K | Sell |
3,500
-4,500
| -56% | -$108K | 0.06% | 32 |
|
|
2017
Q3 | $198K | Buy |
8,000
+3,750
| +88% | +$92.8K | 0.08% | 23 |
|
|
2017
Q2 | $105K | Buy |
4,250
+150
| +4% | +$3.71K | 0.04% | 42 |
|
|
2017
Q1 | $99K | Buy |
4,100
+350
| +9% | +$8.45K | 0.03% | 49 |
|
|
2016
Q4 | $82K | Buy |
3,750
+1,200
| +47% | +$26.2K | 0.02% | 50 |
|
|
2016
Q3 | $57K | Sell |
2,550
-10,875
| -81% | -$243K | 0.02% | 106 |
|
|
2016
Q2 | $84K | Sell |
13,425
-10,125
| -43% | -$63.4K | 0.04% | 106 |
|
|
2016
Q1 | $475K | Sell |
23,550
-44,265
| -65% | -$893K | 0.33% | 49 |
|
|
2015
Q4 | $1.33M | Buy |
+67,815
| New | +$1.33M | 1.5% | 14 |
|