Spire Wealth Management’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-46
| Closed | -$2.17K | – | 2234 |
|
|
2024
Q1 | $2.17K | Hold |
46
| – | – | ﹤0.01% | 2077 |
|
|
2023
Q4 | $2.15K | Hold |
46
| – | – | ﹤0.01% | 2129 |
|
|
2023
Q3 | $2.07K | Sell |
46
-300
| -87% | -$13.5K | ﹤0.01% | 2134 |
|
|
2023
Q2 | $15.9K | Hold |
346
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q1 | $16K | Buy |
346
+194
| +128% | +$8.96K | ﹤0.01% | 1697 |
|
|
2022
Q4 | $7K | Buy |
152
+106
| +230% | +$4.88K | ﹤0.01% | 1724 |
|
|
2022
Q3 | $2K | Sell |
46
-404
| -90% | -$17.6K | ﹤0.01% | 1930 |
|
|
2022
Q2 | $22K | Sell |
450
-1,178
| -72% | -$57.6K | ﹤0.01% | 1628 |
|
|
2022
Q1 | $81K | Sell |
1,628
-35
| -2% | -$1.74K | ﹤0.01% | 1246 |
|
|
2021
Q4 | $88K | Sell |
1,663
-24
| -1% | -$1.27K | ﹤0.01% | 1452 |
|
|
2021
Q3 | $91K | Buy |
1,687
+379
| +29% | +$20.4K | ﹤0.01% | 1226 |
|
|
2021
Q2 | $71K | Buy |
1,308
+662
| +102% | +$35.9K | ﹤0.01% | 1334 |
|
|
2021
Q1 | $35K | Buy |
+646
| New | +$35K | ﹤0.01% | 1896 |
|