Riverpoint Wealth Management Holdings’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 |
-11,795
| Closed | -$1.28M | – | 70 |
|
|
2021
Q2 | $1.28M | Buy |
11,795
+372
| +3% | +$40.3K | 0.35% | 36 |
|
|
2021
Q1 | $1.24M | Sell |
11,423
-4
| -0% | -$434 | 0.37% | 35 |
|
|
2020
Q4 | $1.26M | Sell |
11,427
-55
| -0.5% | -$6.06K | 0.4% | 35 |
|
|
2020
Q3 | $1.27M | Sell |
11,482
-118
| -1% | -$13K | 0.46% | 31 |
|
|
2020
Q2 | $1.28M | Buy |
11,600
+253
| +2% | +$28K | 0.5% | 30 |
|
|
2020
Q1 | $1.25M | Sell |
11,347
-275
| -2% | -$30.4K | 0.61% | 29 |
|
|
2019
Q4 | $1.26M | Buy |
11,622
+3,457
| +42% | +$374K | 0.5% | 30 |
|
|
2019
Q3 | $884K | Buy |
8,165
+22
| +0.3% | +$2.38K | 0.39% | 30 |
|
|
2019
Q2 | $876K | Buy |
8,143
+90
| +1% | +$9.68K | 0.4% | 30 |
|
|
2019
Q1 | $857K | Buy |
8,053
+134
| +2% | +$14.3K | 0.41% | 30 |
|
|
2018
Q4 | $827K | Buy |
7,919
+104
| +1% | +$10.9K | 0.46% | 27 |
|
|
2018
Q3 | $808K | Buy |
7,815
+51
| +0.7% | +$5.27K | 0.41% | 25 |
|
|
2018
Q2 | $809K | Buy |
+7,764
| New | +$809K | 0.45% | 24 |
|