Tolleson Wealth Management’s CCM Affordable Housing MBS ETF OWNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Buy |
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|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $906K | Hold |
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|
2024
Q2 | $867K | Hold |
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|
2024
Q1 | $879K | Buy |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $575K | Hold |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $402K | Buy |
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