Parisi Gray Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,722
| Closed | -$186K | – | 361 |
|
|
2021
Q2 | $186K | Buy |
+1,722
| New | +$186K | 0.07% | 128 |
|
|
2019
Q2 | – | Sell |
-372
| Closed | -$40K | – | 302 |
|
|
2019
Q1 | $40K | Hold |
372
| – | – | 0.03% | 241 |
|
|
2018
Q4 | $39K | Hold |
372
| – | – | 0.03% | 237 |
|
|
2018
Q3 | $38K | Hold |
372
| – | – | 0.02% | 267 |
|
|
2018
Q2 | $39K | Hold |
372
| – | – | 0.03% | 267 |
|
|
2018
Q1 | $39K | Buy |
372
+74
| +25% | +$7.76K | 0.03% | 251 |
|
|
2017
Q4 | $32K | Buy |
+298
| New | +$32K | 0.02% | 280 |
|