LWANC
Laurel Wealth Advisors (North Carolina)’s iShares GNMA Bond ETF GNMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-950
| Closed | -$43K | – | 566 |
|
|
2022
Q2 | $43K | Sell |
950
-5,604
| -86% | -$254K | 0.01% | 270 |
|
|
2022
Q1 | $313K | Sell |
6,554
-46,672
| -88% | -$2.23M | 0.07% | 142 |
|
|
2021
Q4 | $2.65M | Sell |
53,226
-10,497
| -16% | -$522K | 0.54% | 52 |
|
|
2021
Q3 | $3.19M | Sell |
63,723
-553
| -0.9% | -$27.6K | 0.7% | 45 |
|
|
2021
Q2 | $3.21M | Buy |
64,276
+131
| +0.2% | +$6.55K | 0.69% | 43 |
|
|
2021
Q1 | $3.23M | Buy |
64,145
+4,690
| +8% | +$236K | 0.78% | 41 |
|
|
2020
Q4 | $3.03M | Buy |
59,455
+9,606
| +19% | +$490K | 0.79% | 40 |
|
|
2020
Q3 | $2.55M | Buy |
49,849
+11,640
| +30% | +$595K | 0.76% | 41 |
|
|
2020
Q2 | $1.96M | Buy |
+38,209
| New | +$1.96M | 0.65% | 50 |
|