Global Wealth Management Investment Advisory’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16
| Closed | -$2K | – | 511 |
|
|
2021
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 406 |
|
|
2021
Q2 | – | Sell |
-7
| Closed | -$1K | – | 477 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 441 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 435 |
|
|
2020
Q3 | $1K | Sell |
7
-28
| -80% | -$4K | ﹤0.01% | 424 |
|
|
2020
Q2 | $4K | Sell |
35
-240
| -87% | -$27.4K | ﹤0.01% | 454 |
|
|
2020
Q1 | $30K | Buy |
275
+121
| +79% | +$13.2K | 0.02% | 214 |
|
|
2019
Q4 | $17K | Buy |
154
+119
| +340% | +$13.1K | 0.01% | 284 |
|
|
2019
Q3 | $4K | Sell |
35
-176
| -83% | -$20.1K | ﹤0.01% | 424 |
|
|
2019
Q2 | $23K | Buy |
211
+171
| +428% | +$18.6K | 0.01% | 250 |
|
|
2019
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 473 |
|