WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1485 |
|
|
2015
Q3 | – | Sell |
-113
| Closed | -$12K | – | 1667 |
|
|
2015
Q2 | $12K | Buy |
+113
| New | +$12K | ﹤0.01% | 1129 |
|
|
2015
Q1 | – | Sell |
-22
| Closed | -$2K | – | 1926 |
|
|
2014
Q4 | $2K | Sell |
22
-113
| -84% | -$10.3K | ﹤0.01% | 1838 |
|
|
2014
Q3 | $15K | Buy |
+135
| New | +$15K | ﹤0.01% | 1363 |
|
|
2014
Q1 | – | Sell |
-1,203
| Closed | -$126K | – | 2116 |
|
|
2013
Q4 | $126K | Sell |
1,203
-19
| -2% | -$1.99K | 0.02% | 653 |
|
|
2013
Q3 | $129K | Buy |
1,222
+176
| +17% | +$18.6K | 0.02% | 620 |
|
|
2013
Q2 | $110K | Buy |
+1,046
| New | +$110K | 0.02% | 633 |
|