Wealthspire Advisors (Maryland)’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-18
| Closed | -$1K | – | 1935 |
|
|
2016
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1630 |
|
|
2016
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1629 |
|
|
2016
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1594 |
|
|
2016
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1633 |
|
|
2015
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1606 |
|