BWA
Beam Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,291
| Closed | -$931K | – | 143 |
|
|
2021
Q1 | $931K | Sell |
17,291
-2,221
| -11% | -$120K | 0.83% | 41 |
|
|
2020
Q4 | $1.08M | Sell |
19,512
-2,639
| -12% | -$146K | 1.02% | 32 |
|
|
2020
Q3 | $1.23M | Buy |
22,151
+1,148
| +5% | +$63.7K | 1.15% | 23 |
|
|
2020
Q2 | $1.15M | Buy |
21,003
+4,105
| +24% | +$225K | 1.16% | 25 |
|
|
2020
Q1 | $907K | Buy |
+16,898
| New | +$907K | 0.9% | 34 |
|