Financial Gravity Asset Management’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 | $8.42K | Sell |
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|
2023
Q4 | $20.7K | Buy |
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|
2023
Q3 | $10.1K | Buy |
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|
2023
Q2 | $10.9K | Hold |
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|
2023
Q1 | $10.5K | Hold |
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|
2022
Q4 | $46.1K | Sell |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $12.6K | Sell |
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|
2022
Q1 | $13.3K | Sell |
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|
2021
Q4 | $33.1K | Buy |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $54K | Sell |
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|
2021
Q1 | $35.6K | Sell |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $115K | Sell |
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|
2019
Q4 | $53K | Sell |
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|
2019
Q3 | $520K | Sell |
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|
2019
Q2 | $599K | Sell |
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|
2019
Q1 | $745K | Buy |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q2 | $189K | Buy |
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|
2018
Q1 | $164K | Buy |
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