Titus Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,885
| Closed | -$205K | – | 174 |
|
2021
Q3 | $205K | Buy |
+1,885
| New | +$205K | 0.11% | 152 |
|
2020
Q4 | – | Sell |
-2,198
| Closed | -$243K | – | 141 |
|
2020
Q3 | $243K | Buy |
2,198
+100
| +5% | +$11.1K | 0.17% | 101 |
|
2020
Q2 | $232K | Sell |
2,098
-621
| -23% | -$68.7K | 0.18% | 99 |
|
2020
Q1 | $300K | Buy |
+2,719
| New | +$300K | 0.28% | 67 |
|