Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-457
| Closed | -$49K | – | 2159 |
|
|
2021
Q2 | $49K | Buy |
457
+2
| +0.4% | +$214 | 0.01% | 587 |
|
|
2021
Q1 | $49K | Buy |
455
+1
| +0.2% | +$108 | 0.01% | 488 |
|
|
2020
Q4 | $49K | Buy |
+454
| New | +$49K | 0.01% | 416 |
|
|
2019
Q1 | – | Sell |
-74
| Closed | -$7K | – | 1423 |
|
|
2018
Q4 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 602 |
|