Lenox Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10
| Closed | -$1K | – | 577 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 548 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 663 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 661 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 562 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 376 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 576 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 353 |
|
|
2018
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 432 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 506 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 500 |
|