Apriem Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-207
| Closed | -$23K | – | 729 |
|
|
2016
Q3 | $23K | Buy |
+207
| New | +$23K | 0.01% | 312 |
|
|
2014
Q4 | – | Sell |
-317
| Closed | -$34K | – | 537 |
|
|
2014
Q3 | $34K | Buy |
+317
| New | +$34K | 0.01% | 250 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$10K | – | 511 |
|
|
2013
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 360 |
|
|
2013
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 347 |
|
|
2013
Q2 | $11K | Buy |
+100
| New | +$11K | 0.01% | 320 |
|