MWS
Maxwell Wealth Strategies’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $733K | Buy |
7,991
+333
| +4% | +$30.5K | 0.3% | 71 |
|
|
2024
Q3 | $711K | Sell |
7,658
-789
| -9% | -$73.3K | 0.3% | 73 |
|
|
2024
Q2 | $776K | Sell |
8,447
-32
| -0.4% | -$2.94K | 0.38% | 68 |
|
|
2024
Q1 | $769K | Sell |
8,479
-1,246
| -13% | -$113K | 0.39% | 67 |
|
|
2023
Q4 | $915K | Buy |
+9,725
| New | +$915K | 0.6% | 48 |
|