Fermata Advisors’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $7.06M | Buy |
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|
2023
Q3 | $6.76M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $4.14M | Buy |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $3.4M | Sell |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $851K | Buy |
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