SSWG
Seven Springs Wealth Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-60,577
| Closed | -$5.91M | – | 63 |
|
|
2022
Q2 | $5.91M | Sell |
60,577
-22,646
| -27% | -$2.21M | 2.96% | 6 |
|
|
2022
Q1 | $8.48M | Sell |
83,223
-7,524
| -8% | -$766K | 4.02% | 5 |
|
|
2021
Q4 | $9.75M | Sell |
90,747
-4,227
| -4% | -$454K | 4.45% | 4 |
|
|
2021
Q3 | $10.3M | Sell |
94,974
-274
| -0.3% | -$29.6K | 5.03% | 5 |
|
|
2021
Q2 | $10.3M | Sell |
95,248
-3,346
| -3% | -$362K | 4.46% | 6 |
|
|
2021
Q1 | $10.7M | Sell |
98,594
-1,295
| -1% | -$140K | 5.04% | 6 |
|
|
2020
Q4 | $11M | Buy |
99,889
+4,605
| +5% | +$507K | 5.69% | 6 |
|
|
2020
Q3 | $10.5M | Buy |
95,284
+3,678
| +4% | +$406K | 6.61% | 6 |
|
|
2020
Q2 | $10.1M | Buy |
91,606
+13,612
| +17% | +$1.51M | 6.46% | 5 |
|
|
2020
Q1 | $8.61M | Sell |
77,994
-3,520
| -4% | -$389K | 6.07% | 5 |
|
|
2019
Q4 | $8.81M | Buy |
+81,514
| New | +$8.81M | 5.98% | 5 |
|