Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $231K | Buy |
2,320
+10
| +0.4% | +$996 | 0.03% | 102 |
|
|
2021
Q4 | $248K | Sell |
2,310
-297
| -11% | -$31.9K | 0.03% | 93 |
|
|
2021
Q3 | $282K | Sell |
2,607
-60
| -2% | -$6.49K | 0.04% | 83 |
|
|
2021
Q2 | $289K | Buy |
2,667
+10
| +0.4% | +$1.08K | 0.04% | 85 |
|
|
2021
Q1 | $288K | Buy |
2,657
+377
| +17% | +$40.9K | 0.04% | 70 |
|
|
2020
Q4 | $251K | Buy |
2,280
+12
| +0.5% | +$1.32K | 0.04% | 76 |
|
|
2020
Q3 | $250K | Buy |
+2,268
| New | +$250K | 0.04% | 68 |
|