RPg Family Wealth Advisory’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $2.48M | Buy |
|
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|
2021
Q4 | $2.39M | Buy |
|
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|
2021
Q3 | $2.3M | Buy |
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|
2021
Q2 | $2.11M | Buy |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $1.56M | Buy |
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