MidAtlantic Capital Management’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,064
| Closed | -$50.2K | – | 104 |
|
|
2024
Q4 | $50.2K | Buy |
1,064
+420
| +65% | +$19.8K | 0.04% | 134 |
|
|
2024
Q3 | $31.5K | Buy |
644
+263
| +69% | +$12.9K | 0.02% | 152 |
|
|
2024
Q2 | $17.9K | Hold |
381
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $17.9K | Hold |
381
| – | – | 0.02% | 184 |
|
|
2023
Q4 | $17.8K | Buy |
+381
| New | +$17.8K | 0.02% | 179 |
|