Avondale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,122
| Closed | -$551K | – | 109 |
|
|
2019
Q2 | $551K | Buy |
5,122
+284
| +6% | +$30.6K | 0.41% | 13 |
|
|
2019
Q1 | $515K | Hold |
4,838
| – | – | 0.4% | 13 |
|
|
2018
Q4 | $506K | Buy |
4,838
+3,334
| +222% | +$349K | 0.42% | 12 |
|
|
2018
Q3 | $155K | Sell |
1,504
-2,177
| -59% | -$224K | 0.15% | 18 |
|
|
2018
Q2 | $383K | Buy |
3,681
+160
| +5% | +$16.6K | 0.32% | 13 |
|
|
2018
Q1 | $368K | Buy |
3,521
+247
| +8% | +$25.8K | 0.3% | 13 |
|
|
2017
Q4 | $349K | Buy |
+3,274
| New | +$349K | 0.31% | 15 |
|