Sowell Financial Services’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,086
| Closed | -$59K | – | 924 |
|
|
2021
Q1 | $59K | Sell |
1,086
-272
| -20% | -$14.8K | ﹤0.01% | 1580 |
|
|
2020
Q4 | $75K | Buy |
1,358
+507
| +60% | +$28K | ﹤0.01% | 1259 |
|
|
2020
Q3 | $47K | Buy |
851
+273
| +47% | +$15.1K | ﹤0.01% | 1233 |
|
|
2020
Q2 | $32K | Sell |
578
-1,484
| -72% | -$82.2K | ﹤0.01% | 1311 |
|
|
2020
Q1 | $111K | Sell |
2,062
-234
| -10% | -$12.6K | 0.01% | 808 |
|
|
2019
Q4 | $121K | Buy |
+2,296
| New | +$121K | 0.01% | 853 |
|