Clearstead Advisors’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-963
| Closed | -$22K | – | 1425 |
|
|
2021
Q4 | $22K | Hold |
963
| – | – | ﹤0.01% | 799 |
|
|
2021
Q3 | $23K | Hold |
963
| – | – | ﹤0.01% | 766 |
|
|
2021
Q2 | $23K | Hold |
963
| – | – | ﹤0.01% | 685 |
|
|
2021
Q1 | $23K | Hold |
963
| – | – | ﹤0.01% | 653 |
|
|
2020
Q4 | $23K | Hold |
963
| – | – | ﹤0.01% | 609 |
|
|
2020
Q3 | $23K | Buy |
+963
| New | +$23K | ﹤0.01% | 566 |
|