Ten Capital Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $2.37M | Sell |
25,455
-296
| -1% | -$27.6K | 0.69% | 21 |
|
2023
Q1 | $2.44M | Buy |
25,751
+1,531
| +6% | +$145K | 0.79% | 17 |
|
2022
Q4 | $2.25M | Sell |
24,220
-391
| -2% | -$36.3K | 0.9% | 18 |
|
2022
Q3 | $2.25M | Sell |
24,611
-768
| -3% | -$70.3K | 1.03% | 16 |
|
2022
Q2 | $2.47M | Sell |
25,379
-1,501
| -6% | -$146K | 1.08% | 18 |
|
2022
Q1 | $2.74M | Buy |
26,880
+5,288
| +24% | +$539K | 1.14% | 18 |
|
2021
Q4 | $2.32M | Buy |
21,592
+4,201
| +24% | +$451K | 0.95% | 22 |
|
2021
Q3 | $1.88M | Buy |
17,391
+4,066
| +31% | +$440K | 0.88% | 21 |
|
2021
Q2 | $1.44M | Buy |
13,325
+3,746
| +39% | +$405K | 0.33% | 68 |
|
2021
Q1 | $1.04M | Buy |
9,579
+6,598
| +221% | +$715K | 0.25% | 69 |
|
2020
Q4 | $328K | Buy |
+2,981
| New | +$328K | 0.09% | 106 |
|