Gradient Investments’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
Sell
-1,978
Closed -$92.9K 481
2024
Q2
$92.9K Buy
1,978
+1,545
+357% +$72.5K ﹤0.01% 410
2024
Q1
$20.4K Buy
+433
New +$20.4K ﹤0.01% 540
2021
Q2
Sell
-35
Closed -$2K 1159
2021
Q1
$2K Buy
+35
New +$2K ﹤0.01% 990