Edge Wealth Management’s AG Mortgage Investment Trust MITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-138
| Closed | -$1K | – | 304 |
|
|
2021
Q4 | $1K | Buy |
138
+2
| +1% | +$14 | ﹤0.01% | 472 |
|
|
2021
Q3 | $2K | Hold |
136
| – | – | ﹤0.01% | 441 |
|
|
2021
Q2 | $2K | Buy |
136
+2
| +1% | +$29 | ﹤0.01% | 385 |
|
|
2021
Q1 | $2K | Buy |
134
+1
| +0.8% | +$15 | ﹤0.01% | 377 |
|
|
2020
Q4 | $1K | Hold |
133
| – | – | ﹤0.01% | 349 |
|
|
2020
Q3 | $1K | Hold |
133
| – | – | ﹤0.01% | 402 |
|
|
2020
Q2 | $1K | Hold |
133
| – | – | ﹤0.01% | 626 |
|
|
2020
Q1 | $1K | Buy |
+133
| New | +$1K | ﹤0.01% | 579 |
|
|
2017
Q2 | – | Sell |
-333
| Closed | -$25K | – | 540 |
|
|
2017
Q1 | $25K | Hold |
333
| – | – | 0.01% | 268 |
|
|
2016
Q4 | $24K | Buy |
+333
| New | +$24K | 0.01% | 255 |
|