Wealthspire Advisors (Maryland)’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-707
| Closed | -$75K | – | 1382 |
|
|
2019
Q1 | $75K | Hold |
707
| – | – | 0.01% | 745 |
|
|
2018
Q4 | $74K | Buy |
707
+6
| +0.9% | +$628 | 0.01% | 709 |
|
|
2018
Q3 | $72K | Hold |
701
| – | – | 0.01% | 819 |
|
|
2018
Q2 | $73K | Hold |
701
| – | – | 0.01% | 829 |
|
|
2018
Q1 | $73K | Hold |
701
| – | – | 0.01% | 834 |
|
|
2017
Q4 | $75K | Buy |
701
+301
| +75% | +$32.2K | 0.01% | 830 |
|
|
2017
Q3 | $43K | Hold |
400
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q2 | $43K | Buy |
+400
| New | +$43K | 0.01% | 1000 |
|