WJ Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-33,393
| Closed | -$3.61M | – | 56 |
|
|
2021
Q3 | $3.61M | Buy |
+33,393
| New | +$3.61M | 2.4% | 18 |
|
|
2021
Q2 | – | Sell |
-2,615
| Closed | -$284K | – | 45 |
|
|
2021
Q1 | $284K | Buy |
2,615
+340
| +15% | +$36.9K | 0.88% | 34 |
|
|
2020
Q4 | $251K | Buy |
+2,275
| New | +$251K | 0.78% | 33 |
|