Lumature Wealth Partners’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $3.63M | Sell |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $3.68M | Buy |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $2.71M | Buy |
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|
2020
Q4 | $1.9M | Buy |
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