HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-301
| Closed | -$26.7K | – | 794 |
|
|
2023
Q3 | $26.7K | Hold |
301
| – | – | 0.01% | 358 |
|
|
2023
Q2 | $28.1K | Sell |
301
-976
| -76% | -$91K | 0.01% | 370 |
|
|
2023
Q1 | $121K | Buy |
+1,277
| New | +$121K | 0.02% | 178 |
|
|
2021
Q3 | – | Sell |
-36
| Closed | -$4K | – | 643 |
|
|
2021
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 547 |
|
|
2021
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 510 |
|
|
2020
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 472 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 441 |
|
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 424 |
|
|
2020
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 405 |
|