Wilbanks Smith & Thomas Asset Management’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $544K | Buy |
|
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|
2023
Q1 | $550K | Buy |
|
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $378K | Buy |
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|
2019
Q3 | $344K | Hold |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $344K | Sell |
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|
2018
Q4 | $373K | Sell |
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|
2018
Q3 | $390K | Buy |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $394K | Buy |
|
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|
2017
Q4 | $287K | Buy |
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $286K | Sell |
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|
2017
Q1 | $289K | Sell |
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|
2016
Q4 | $307K | Sell |
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|
2016
Q3 | $809K | Buy |
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|
2016
Q2 | $736K | Buy |
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|
2016
Q1 | $672K | Buy |
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