Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $49.5K | Hold |
1,012
| – | – | 0.03% | 140 |
|
|
2024
Q2 | $47.5K | Buy |
1,012
+6
| +0.6% | +$282 | 0.03% | 141 |
|
|
2024
Q1 | $47.4K | Buy |
1,006
+204
| +25% | +$9.61K | 0.03% | 130 |
|
|
2023
Q4 | $37.5K | Buy |
802
+8
| +1% | +$374 | 0.03% | 133 |
|
|
2023
Q3 | $35.7K | Buy |
794
+6
| +0.8% | +$270 | 0.03% | 135 |
|
|
2023
Q2 | $36.1K | Buy |
788
+6
| +0.8% | +$275 | 0.02% | 144 |
|
|
2023
Q1 | $36.1K | Buy |
+782
| New | +$36.1K | 0.03% | 137 |
|