DWMG
DB Wealth Management Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $411K | Buy |
4,372
+4,358
| +31,129% | +$410K | 0.23% | 65 |
|
|
2023
Q3 | $1.24K | Sell |
14
-56
| -80% | -$4.97K | ﹤0.01% | 349 |
|
|
2023
Q2 | $6.53K | Hold |
70
| – | – | ﹤0.01% | 301 |
|
|
2023
Q1 | $6.63K | Hold |
70
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $6.49K | Sell |
70
-37
| -35% | -$3.43K | ﹤0.01% | 294 |
|
|
2022
Q3 | $10K | Sell |
107
-114
| -52% | -$10.7K | 0.01% | 285 |
|
|
2022
Q2 | $22K | Sell |
221
-8
| -3% | -$796 | 0.02% | 221 |
|
|
2022
Q1 | $23K | Sell |
229
-336
| -59% | -$33.7K | 0.01% | 241 |
|
|
2021
Q4 | $61K | Sell |
565
-2,242
| -80% | -$242K | 0.04% | 151 |
|
|
2021
Q3 | $304K | Sell |
2,807
-3,676
| -57% | -$398K | 0.2% | 71 |
|
|
2021
Q2 | $702K | Sell |
6,483
-4,928
| -43% | -$534K | 0.45% | 52 |
|
|
2021
Q1 | $1.24M | Sell |
11,411
-2,817
| -20% | -$305K | 0.85% | 33 |
|
|
2020
Q4 | $1.57M | Buy |
+14,228
| New | +$1.57M | 1.16% | 22 |
|