CWM
CCG Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-33,125
| Closed | -$1.67M | – | 90 |
|
|
2021
Q1 | $1.67M | Buy |
33,125
+3,443
| +12% | +$173K | 1.64% | 15 |
|
|
2020
Q4 | $1.51M | Buy |
29,682
+855
| +3% | +$43.6K | 1.6% | 17 |
|
|
2020
Q3 | $1.47M | Buy |
28,827
+1,194
| +4% | +$61K | 1.38% | 18 |
|
|
2020
Q2 | $1.42M | Buy |
+27,633
| New | +$1.42M | 1.32% | 18 |
|