HCR Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-559
| Closed | -$62K | – | 234 |
|
|
2020
Q4 | $62K | Hold |
559
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $62K | Hold |
559
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $62K | Buy |
559
+134
| +32% | +$14.9K | 0.01% | 174 |
|
|
2020
Q1 | $47K | Hold |
425
| – | – | 0.01% | 176 |
|
|
2019
Q4 | $46K | Buy |
+425
| New | +$46K | 0.01% | 181 |
|