Physician Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-18,312
Closed -$2.02M 146
2020
Q3
$2.02M Buy
+18,312
New +$2.02M 0.81% 29
2020
Q1
Sell
-17,334
Closed -$1.88M 114
2019
Q4
$1.88M Buy
17,334
+2,929
+20% +$318K 0.84% 26
2019
Q3
$1.56M Buy
+14,405
New +$1.56M 0.76% 26