CWG
Cornerstone Wealth Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-29,149
| Closed | -$3.22M | – | 138 |
|
|
2020
Q1 | $3.22M | Sell |
29,149
-1,270
| -4% | -$140K | 1.13% | 27 |
|
|
2019
Q4 | $3.29M | Buy |
30,419
+1,232
| +4% | +$133K | 0.89% | 33 |
|
|
2019
Q3 | $3.16M | Buy |
29,187
+99
| +0.3% | +$10.7K | 0.79% | 35 |
|
|
2019
Q2 | $3.13M | Buy |
29,088
+434
| +2% | +$46.7K | 0.84% | 28 |
|
|
2019
Q1 | $3.05M | Buy |
+28,654
| New | +$3.05M | 0.77% | 26 |
|