LWS Wealth Advisors’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
Q4 | $13.5M | Buy |
|
|||||
|
2023
Q3 | $12.6M | Buy |
|
|||||
|
2023
Q2 | $9.96M | Sell |
|
|||||
|
2023
Q1 | $10.2M | Sell |
|
|||||
|
2022
Q4 | $10.2M | Buy |
|
|||||
|
2022
Q3 | $9.72M | Buy |
|
|||||
|
2022
Q2 | $10M | Sell |
|
|||||
|
2022
Q1 | $10.9M | Sell |
|
|||||
|
2021
Q4 | $11.8M | Buy |
|
|||||
|
2021
Q3 | $11.4M | Buy |
|
|||||
|
2021
Q2 | $11.4M | Sell |
|
|||||
|
2021
Q1 | $15.9M | Sell |
|
|||||
|
2020
Q4 | $21.7M | Sell |
|
|||||
|
2020
Q3 | $22.8M | Buy |
|
|||||
|
2020
Q2 | $19.4M | Buy |
|
|||||
|
2020
Q1 | $11.7M | Sell |
|
|||||
|
2019
Q4 | $11.7M | Buy |
|