Bogart Wealth LLC’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15K | Hold |
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|
2025
Q2 | $14.9K | Hold |
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|
2025
Q1 | $14.7K | Hold |
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|
2024
Q4 | $14.4K | Hold |
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|
2024
Q3 | $15K | Hold |
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|
2024
Q2 | $14.4K | Hold |
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|
2024
Q1 | $14.4K | Hold |
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|
2023
Q4 | $14.3K | Sell |
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|
2023
Q3 | $40.1K | Hold |
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|
2023
Q2 | $40.9K | Hold |
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|
2023
Q1 | $41.2K | Hold |
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|
2022
Q4 | $40.9K | Sell |
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|
2022
Q3 | $169K | Sell |
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|
2022
Q2 | $186K | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $21.3M | Buy |
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|
2021
Q3 | $21.3M | Sell |
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|
2021
Q2 | $40.7M | Buy |
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|
2021
Q1 | $29.4M | Buy |
|