Atticus Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80
| Closed | -$7.57K | – | 565 |
|
|
2023
Q4 | $7.57K | Hold |
80
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $7.06K | Buy |
80
+1
| +1% | +$88 | ﹤0.01% | 437 |
|
|
2023
Q2 | $7.35K | Buy |
79
+1
| +1% | +$93 | ﹤0.01% | 422 |
|
|
2023
Q1 | $7.41K | Sell |
78
-107
| -58% | -$10.2K | ﹤0.01% | 407 |
|
|
2022
Q4 | $17.1K | Sell |
185
-970
| -84% | -$89.8K | 0.01% | 343 |
|
|
2022
Q3 | $113K | Hold |
1,155
| – | – | 0.05% | 158 |
|
|
2022
Q2 | $113K | Buy |
1,155
+221
| +24% | +$21.6K | 0.05% | 175 |
|
|
2022
Q1 | $95K | Buy |
934
+302
| +48% | +$30.7K | 0.03% | 201 |
|
|
2021
Q4 | $68K | Sell |
632
-23
| -4% | -$2.48K | 0.03% | 197 |
|
|
2021
Q3 | $71K | Sell |
655
-69,296
| -99% | -$7.51M | 0.03% | 199 |
|
|
2021
Q2 | $7.57M | Buy |
69,951
+4,853
| +7% | +$525K | 3.3% | 6 |
|
|
2021
Q1 | $7.06M | Buy |
65,098
+50,626
| +350% | +$5.49M | 3.36% | 4 |
|
|
2020
Q4 | $1.59M | Buy |
14,472
+2,017
| +16% | +$222K | 0.8% | 32 |
|
|
2020
Q3 | $1.38M | Buy |
12,455
+2,206
| +22% | +$244K | 0.82% | 29 |
|
|
2020
Q2 | $1.14M | Buy |
+10,249
| New | +$1.14M | 0.75% | 33 |
|