Global Retirement Partners’s CCM Affordable Housing MBS ETF OWNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93K | Buy |
+171
| New | +$2.93K | ﹤0.01% | 3094 |
|
|
2024
Q4 | $4.38K | Hold |
259
| – | – | ﹤0.01% | 2742 |
|
|
2024
Q3 | $4.55K | Sell |
259
-117
| -31% | -$2.06K | ﹤0.01% | 2599 |
|
|
2024
Q2 | $6.33K | Buy |
376
+18
| +5% | +$303 | ﹤0.01% | 2503 |
|
|
2024
Q1 | $6.05K | Hold |
358
| – | – | ﹤0.01% | 2323 |
|
|
2023
Q4 | $6.11K | Buy |
358
+91
| +34% | +$1.55K | ﹤0.01% | 2247 |
|
|
2023
Q3 | $4.29K | Hold |
267
| – | – | ﹤0.01% | 2249 |
|
|
2023
Q2 | $4.57K | Hold |
267
| – | – | ﹤0.01% | 2241 |
|
|
2023
Q1 | $4.67K | Sell |
267
-345
| -56% | -$6.03K | ﹤0.01% | 2183 |
|
|
2022
Q4 | $10.4K | Hold |
612
| – | – | ﹤0.01% | 1762 |
|
|
2022
Q3 | $10K | Buy |
+612
| New | +$10K | ﹤0.01% | 1693 |
|