CWM
Cedar Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-461
| Closed | -$47K | – | 360 |
|
|
2022
Q1 | $47K | Sell |
461
-9,576
| -95% | -$976K | 0.02% | 185 |
|
|
2021
Q4 | $1.08M | Buy |
10,037
+1,025
| +11% | +$110K | 0.44% | 44 |
|
|
2021
Q3 | $975K | Buy |
9,012
+178
| +2% | +$19.3K | 0.43% | 45 |
|
|
2021
Q2 | $956K | Buy |
8,834
+4,365
| +98% | +$472K | 0.43% | 44 |
|
|
2021
Q1 | $485K | Buy |
4,469
+1,558
| +54% | +$169K | 0.24% | 72 |
|
|
2020
Q4 | $321K | Sell |
2,911
-3
| -0.1% | -$331 | 0.17% | 78 |
|
|
2020
Q3 | $322K | Sell |
2,914
-80
| -3% | -$8.84K | 0.2% | 73 |
|
|
2020
Q2 | $331K | Buy |
2,994
+2,340
| +358% | +$259K | 0.22% | 62 |
|
|
2020
Q1 | $72K | Buy |
+654
| New | +$72K | 0.05% | 112 |
|