LifePlan Financial Group’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 | $127K | Buy |
2,283
+1
| +0% | +$56 | 0.05% | 166 |
|
|
2020
Q2 | $125K | Buy |
2,282
+2
| +0.1% | +$110 | 0.06% | 160 |
|
|
2020
Q1 | $122K | Buy |
2,280
+1,702
| +294% | +$91.1K | 0.07% | 150 |
|
|
2019
Q4 | $30K | Buy |
578
+298
| +106% | +$15.5K | 0.01% | 298 |
|
|
2019
Q3 | $15K | Hold |
280
| – | – | 0.01% | 373 |
|
|
2019
Q2 | $15K | Buy |
+280
| New | +$15K | 0.01% | 367 |
|