JFS 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
Q3 | – | Sell |
-221
| Closed | -$20.6K | – | 1988 |
|
|
2023
Q2 | $20.6K | Buy |
+221
| New | +$20.6K | ﹤0.01% | 537 |
|
|
2020
Q4 | – | Sell |
-245
| Closed | -$27K | – | 606 |
|
|
2020
Q3 | $27K | Buy |
+245
| New | +$27K | 0.01% | 292 |
|
|
2018
Q1 | – | Sell |
-17
| Closed | -$2K | – | 556 |
|
|
2017
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 490 |
|
|
2016
Q2 | – | Sell |
-75
| Closed | -$8K | – | 576 |
|
|
2016
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 422 |
|
|
2015
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 418 |
|