Laurel Wealth Advisors (North Carolina)’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Buy |
3,216
+3,150
| +4,773% | +$64.6K | ﹤0.01% | 532 |
|
|
2025
Q1 | $3.17K | Hold |
66
| – | – | ﹤0.01% | 576 |
|
|
2024
Q4 | $3.12K | Hold |
66
| – | – | ﹤0.01% | 598 |
|
|
2024
Q3 | $3.23K | Hold |
66
| – | – | ﹤0.01% | 555 |
|
|
2024
Q2 | $3.1K | Hold |
66
| – | – | ﹤0.01% | 523 |
|
|
2024
Q1 | $3.11K | Hold |
66
| – | – | ﹤0.01% | 524 |
|
|
2023
Q4 | $3.09K | Hold |
66
| – | – | ﹤0.01% | 487 |
|
|
2023
Q3 | $2.97K | Hold |
66
| – | – | ﹤0.01% | 486 |
|
|
2023
Q2 | $3.03K | Hold |
66
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $3.05K | Buy |
+66
| New | +$3.05K | ﹤0.01% | 488 |
|