MHS
M Holdings Securities’s Inspire Corporate Bond ETF IBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-36,956
| Closed | -$900K | – | 192 |
|
|
2020
Q1 | $900K | Sell |
36,956
-16,772
| -31% | -$408K | 0.13% | 149 |
|
|
2019
Q4 | $1.38M | Buy |
53,728
+1,511
| +3% | +$38.9K | 0.4% | 70 |
|
|
2019
Q3 | $1.34M | Buy |
52,217
+835
| +2% | +$21.4K | 0.41% | 70 |
|
|
2019
Q2 | $1.32M | Buy |
51,382
+1,544
| +3% | +$39.6K | 0.45% | 64 |
|
|
2019
Q1 | $1.25M | Buy |
49,838
+2,537
| +5% | +$63.7K | 0.29% | 88 |
|
|
2018
Q4 | $1.16M | Buy |
47,301
+5,625
| +13% | +$137K | 0.36% | 74 |
|
|
2018
Q3 | $1.02M | Buy |
41,676
+1,347
| +3% | +$33K | 0.27% | 101 |
|
|
2018
Q2 | $984K | Buy |
40,329
+476
| +1% | +$11.6K | 0.27% | 102 |
|
|
2018
Q1 | $974K | Buy |
39,853
+23,672
| +146% | +$579K | 0.3% | 101 |
|
|
2017
Q4 | $408K | Buy |
+16,181
| New | +$408K | 0.12% | 204 |
|