NewEdge Advisors’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,295
| Closed | -$151K | – | 3541 |
|
|
2022
Q4 | $151K | Buy |
+3,295
| New | +$151K | ﹤0.01% | 1279 |
|
|
2022
Q1 | – | Sell |
-9,865
| Closed | -$523K | – | 1229 |
|
|
2021
Q4 | $523K | Buy |
9,865
+248
| +3% | +$13.1K | 0.01% | 1054 |
|
|
2021
Q3 | $520K | Sell |
9,617
-4,227
| -31% | -$229K | 0.01% | 734 |
|
|
2021
Q2 | $753K | Buy |
+13,844
| New | +$753K | 0.02% | 609 |
|