Destiny Wealth Partners’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-742
| Closed | -$68.8K | – | 440 |
|
|
2022
Q4 | $68.8K | Buy |
742
+143
| +24% | +$13.3K | 0.01% | 254 |
|
|
2022
Q3 | $55K | Hold |
599
| – | – | 0.01% | 268 |
|
|
2022
Q2 | $58K | Hold |
599
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $61K | Sell |
599
-1,409
| -70% | -$143K | 0.01% | 294 |
|
|
2021
Q4 | $216K | Hold |
2,008
| – | – | 0.04% | 167 |
|
|
2021
Q3 | $217K | Sell |
2,008
-662
| -25% | -$71.5K | 0.04% | 162 |
|
|
2021
Q2 | $289K | Hold |
2,670
| – | – | 0.06% | 162 |
|
|
2021
Q1 | $289K | Hold |
2,670
| – | – | 0.06% | 136 |
|
|
2020
Q4 | $294K | Buy |
+2,670
| New | +$294K | 0.06% | 159 |
|