WQ
Wealth Quarterback’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,296
| Closed | -$224K | – | 110 |
|
|
2022
Q2 | $224K | Buy |
+2,296
| New | +$224K | 0.17% | 101 |
|
|
2021
Q3 | $466K | Sell |
4,730
-547
| -10% | -$53.9K | 0.31% | 65 |
|
|
2021
Q2 | $571K | Buy |
+5,277
| New | +$571K | 0.35% | 65 |
|
|
2020
Q4 | $2.97M | Buy |
26,929
+4,912
| +22% | +$541K | 2.47% | 8 |
|
|
2020
Q3 | $2.44M | Hold |
22,017
| – | – | 2.24% | 10 |
|
|
2020
Q2 | $2.44M | Buy |
22,017
+7,256
| +49% | +$803K | 2.24% | 10 |
|
|
2020
Q1 | $1.66M | Buy |
14,761
+9,982
| +209% | +$1.12M | 1.52% | 15 |
|
|
2019
Q4 | $517K | Buy |
+4,779
| New | +$517K | 0.45% | 52 |
|