Pacific Capital Wealth Advisors’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio MBSD Stock Details MBSD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$253K	Hold
2022 Q3	$251K	Hold
2022 Q2	$263K	Hold
2022 Q1	$273K	Hold
2021 Q4	$287K	Hold
2021 Q3	$291K	Hold
2021 Q2	$293K	Hold
2021 Q1	$296K	Hold
2020 Q4	$298K	Buy