Visionary 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
Q4 | – | Sell |
-25,151
| Closed | -$2.23M | – | 480 |
|
|
2023
Q3 | $2.23M | Sell |
25,151
-16,142
| -39% | -$1.43M | 0.18% | 132 |
|
|
2023
Q2 | $3.85M | Buy |
+41,293
| New | +$3.85M | 0.31% | 82 |
|
|
2021
Q3 | – | Sell |
-3,012
| Closed | -$326K | – | 342 |
|
|
2021
Q2 | $326K | Buy |
3,012
+302
| +11% | +$32.7K | 0.03% | 258 |
|
|
2021
Q1 | $294K | Buy |
+2,710
| New | +$294K | 0.03% | 257 |
|