Elmwood Wealth Management’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-400
| Closed | -$20.1K | – | 269 |
|
|
2020
Q1 | $20.1K | Buy |
+400
| New | +$20.1K | 0.02% | 161 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$10K | – | 280 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | 0.01% | 190 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | 0.01% | 190 |
|
|
2018
Q3 | $9.96K | Sell |
200
-200
| -50% | -$9.96K | 0.01% | 201 |
|
|
2018
Q2 | $20K | Hold |
400
| – | – | 0.02% | 170 |
|
|
2018
Q1 | $20.1K | Buy |
+400
| New | +$20.1K | 0.02% | 161 |
|