Element Wealth’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,550
| Closed | -$73.2K | – | 169 |
|
|
2024
Q4 | $73.2K | Hold |
1,550
| – | – | 0.04% | 188 |
|
|
2024
Q3 | $75.8K | Hold |
1,550
| – | – | 0.04% | 180 |
|
|
2024
Q2 | $72.8K | Hold |
1,550
| – | – | 0.04% | 171 |
|
|
2024
Q1 | $73K | Hold |
1,550
| – | – | 0.04% | 169 |
|
|
2023
Q4 | $72.5K | Buy |
+1,550
| New | +$72.5K | 0.05% | 162 |
|