Institute for Wealth Management’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10K | Buy |
|
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $1.23M | Sell |
|
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|
2017
Q4 | $2.08M | Buy |
|
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|
2017
Q3 | $688K | Buy |
|
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|
2017
Q2 | $678K | Buy |
|
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|
2015
Q4 | $1.34M | Sell |
|
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|
2015
Q3 | $1.97M | Buy |
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|
2015
Q2 | $1.4M | Sell |
|
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|
2015
Q1 | $1.44M | Sell |
|
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|
2014
Q4 | $1.55M | Sell |
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|
2014
Q3 | $2.13M | Buy |
|