Ridgewood Investments’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Sell |
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|
2025
Q2 | $401K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $563K | Buy |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $319K | Buy |
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|
2021
Q2 | $284K | Sell |
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|
2021
Q1 | $317K | Buy |
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