Creative Planning’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-18
| Closed | -$1K | – | 2164 |
|
|
2017
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 4312 |
|
|
2016
Q4 | – | Sell |
-506
| Closed | -$27K | – | 4443 |
|
|
2016
Q3 | $27K | Buy |
+506
| New | +$27K | ﹤0.01% | 2799 |
|
|
2015
Q1 | – | Sell |
-32
| Closed | -$2K | – | 4074 |
|
|
2014
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 3709 |
|