SWM
Selective Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $346K | Sell |
3,615
-58
| -2% | -$5.56K | 0.18% | 75 |
|
|
2022
Q3 | $336K | Sell |
3,673
-673
| -15% | -$61.6K | 0.14% | 87 |
|
|
2022
Q2 | $424K | Buy |
4,346
+2,904
| +201% | +$283K | 0.15% | 86 |
|
|
2022
Q1 | $147K | Sell |
1,442
-338
| -19% | -$34.5K | 0.05% | 165 |
|
|
2021
Q4 | $191K | Buy |
1,780
+893
| +101% | +$95.8K | 0.08% | 124 |
|
|
2021
Q3 | $96K | Buy |
+887
| New | +$96K | 0.05% | 191 |
|