APP
Avantax Planning Partners’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,994
| Closed | -$214K | – | 372 |
|
|
2021
Q4 | $214K | Buy |
+1,994
| New | +$214K | 0.01% | 326 |
|
|
2021
Q3 | – | Sell |
-1,868
| Closed | -$202K | – | 344 |
|
|
2021
Q2 | $202K | Buy |
+1,868
| New | +$202K | 0.01% | 310 |
|
|
2021
Q1 | – | Sell |
-1,869
| Closed | -$206K | – | 324 |
|
|
2020
Q4 | $206K | Buy |
+1,869
| New | +$206K | 0.01% | 276 |
|
|
2020
Q2 | – | Sell |
-1,856
| Closed | -$205K | – | 287 |
|
|
2020
Q1 | $205K | Hold |
1,856
| – | – | 0.01% | 252 |
|
|
2019
Q4 | $201K | Sell |
1,856
-303
| -14% | -$32.8K | 0.01% | 296 |
|
|
2019
Q3 | $234K | Buy |
+2,159
| New | +$234K | 0.01% | 272 |
|
|
2018
Q4 | – | Sell |
-1,123
| Closed | -$116K | – | 826 |
|
|
2018
Q3 | $116K | Buy |
+1,123
| New | +$116K | 0.01% | 319 |
|
|
2018
Q2 | – | Sell |
-1,206
| Closed | -$126K | – | 946 |
|
|
2018
Q1 | $126K | Buy |
+1,206
| New | +$126K | 0.01% | 368 |
|