PFG
Piershale Financial Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-201,018
| Closed | -$21.4M | – | 21 |
|
|
2019
Q1 | $21.4M | Buy |
201,018
+97,254
| +94% | +$10.3M | 12.79% | 5 |
|
|
2018
Q4 | $10.9M | Buy |
+103,764
| New | +$10.9M | 6.59% | 9 |
|
|
2016
Q1 | – | Sell |
-253,497
| Closed | -$27.3M | – | 177 |
|
|
2015
Q4 | $27.3M | Buy |
+253,497
| New | +$27.3M | 16.59% | 2 |
|
|
2015
Q1 | – | Sell |
-148,022
| Closed | -$16.2M | – | 154 |
|
|
2014
Q4 | $16.2M | Buy |
+148,022
| New | +$16.2M | 10.52% | 2 |
|