LWA
Lowe Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-865
| Closed | -$95K | – | 276 |
|
|
2020
Q3 | $95K | Buy |
865
+100
| +13% | +$11K | 0.05% | 49 |
|
|
2020
Q2 | $85K | Buy |
+765
| New | +$85K | 0.05% | 52 |
|
|
2015
Q2 | – | Sell |
-38
| Closed | -$4K | – | 234 |
|
|
2015
Q1 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 168 |
|