Edge Wealth Management’s AG Mortgage Investment Trust Series B MITT.PRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$25K | – | 603 |
|
|
2018
Q1 | $25K | Hold |
1,000
| – | – | 0.01% | 290 |
|
|
2017
Q4 | $25K | Hold |
1,000
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $25K | Hold |
1,000
| – | – | 0.01% | 288 |
|
|
2017
Q2 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 277 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$25K | – | 511 |
|
|
2016
Q3 | $25K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2016
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 232 |
|
|
2016
Q1 | $22K | Buy |
1,000
+500
| +100% | +$11K | 0.01% | 224 |
|
|
2015
Q4 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 285 |
|